Institutional & Family Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-53
| Closed | -$4K | – | 843 |
|
|
2019
Q2 | $4K | Sell |
53
-51
| -49% | -$3.85K | ﹤0.01% | 616 |
|
|
2019
Q1 | $7K | Sell |
104
-47
| -31% | -$3.16K | ﹤0.01% | 554 |
|
|
2018
Q4 | $9K | Hold |
151
| – | – | ﹤0.01% | 488 |
|
|
2018
Q3 | $12K | Hold |
151
| – | – | ﹤0.01% | 501 |
|
|
2018
Q2 | $11K | Hold |
151
| – | – | ﹤0.01% | 506 |
|
|
2018
Q1 | $11K | Buy |
+151
| New | +$11K | ﹤0.01% | 480 |
|