Industrial Alliance Investment Management’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-18,148
| Closed | -$1.79M | – | 251 |
|
|
2023
Q1 | $1.79M | Buy |
+18,148
| New | +$1.79M | 0.05% | 233 |
|
|
2022
Q4 | – | Sell |
-2,184
| Closed | -$199K | – | 443 |
|
|
2022
Q3 | $199K | Buy |
+2,184
| New | +$199K | 0.01% | 339 |
|
|
2022
Q2 | – | Sell |
-2,607
| Closed | -$287K | – | 393 |
|
|
2022
Q1 | $287K | Buy |
2,607
+305
| +13% | +$33.6K | 0.01% | 349 |
|
|
2021
Q4 | $266K | Buy |
+2,302
| New | +$266K | 0.01% | 337 |
|