IPW
DFS
Inlet Private Wealth’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,910
| Closed | -$326K | – | 130 |
|
|
2025
Q1 | $326K | Sell |
1,910
-275
| -13% | -$46.9K | 0.08% | 109 |
|
|
2024
Q4 | $379K | Sell |
2,185
-1,000
| -31% | -$173K | 0.1% | 104 |
|
|
2024
Q3 | $447K | Buy |
3,185
+75
| +2% | +$10.5K | 0.11% | 104 |
|
|
2024
Q2 | $407K | Buy |
3,110
+10
| +0.3% | +$1.31K | 0.11% | 103 |
|
|
2024
Q1 | $406K | Buy |
+3,100
| New | +$406K | 0.11% | 100 |
|