Intercontinental Wealth Advisors’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $391K | Sell |
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|
2023
Q1 | $331K | Buy |
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|
2022
Q4 | $328K | Buy |
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|
2022
Q3 | $304K | Buy |
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|
2022
Q2 | $316K | Buy |
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|
2022
Q1 | $336K | Buy |
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|
2021
Q4 | $335K | Hold |
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|
2021
Q3 | $356K | Sell |
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|
2021
Q2 | $458K | Buy |
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|
2021
Q1 | $283K | Hold |
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|
2020
Q4 | $270K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $32K | Sell |
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|
2019
Q3 | $107K | Hold |
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|
2019
Q2 | $102K | Sell |
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|
2019
Q1 | $164K | Buy |
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|
2018
Q4 | $102K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $203K | Hold |
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|
2017
Q4 | $217K | Sell |
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|
2017
Q3 | $201K | Buy |
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