Independent Portfolio Consultants’s Discover Financial Services DFS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
$10K Sell
160
-15
-9% -$938 ﹤0.01% 713
2017
Q1
$12K Sell
175
-28
-14% -$1.92K ﹤0.01% 723
2016
Q4
$15K Buy
203
+28
+16% +$2.07K ﹤0.01% 656
2016
Q3
$10K Sell
175
-10
-5% -$571 ﹤0.01% 676
2016
Q2
$10K Sell
185
-1,095
-86% -$59.2K ﹤0.01% 696
2016
Q1
$65K Sell
1,280
-530
-29% -$26.9K 0.02% 536
2015
Q4
$97K Sell
1,810
-1,560
-46% -$83.6K 0.03% 479
2015
Q3
$175K Sell
3,370
-1,195
-26% -$62.1K 0.04% 365
2015
Q2
$263K Sell
4,565
-866
-16% -$49.9K 0.05% 323
2015
Q1
$306K Buy
5,431
+206
+4% +$11.6K 0.06% 299
2014
Q4
$342K Sell
5,225
-7,598
-59% -$497K 0.07% 294
2014
Q3
$826K Buy
12,823
+488
+4% +$31.4K 0.22% 114
2014
Q2
$765K Buy
12,335
+6,100
+98% +$378K 0.21% 125
2014
Q1
$362K Buy
+6,235
New +$362K 0.11% 332