Investors Capital Advisory Services’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-4,009
| Closed | -$208K | – | 718 |
|
|
2015
Q3 | $208K | Buy |
4,009
+401
| +11% | +$20.8K | 0.04% | 571 |
|
|
2015
Q2 | $207K | Sell |
3,608
-302
| -8% | -$17.3K | 0.04% | 602 |
|
|
2015
Q1 | $220K | Sell |
3,910
-66
| -2% | -$3.71K | 0.04% | 574 |
|
|
2014
Q4 | $260K | Sell |
3,976
-84
| -2% | -$5.49K | 0.05% | 488 |
|
|
2014
Q3 | $261K | Buy |
4,060
+590
| +17% | +$37.9K | 0.05% | 474 |
|
|
2014
Q2 | $215K | Sell |
3,470
-194
| -5% | -$12K | 0.03% | 571 |
|
|
2014
Q1 | $213K | Sell |
3,664
-221
| -6% | -$12.8K | 0.05% | 514 |
|
|
2013
Q4 | $217K | Buy |
+3,885
| New | +$217K | 0.05% | 468 |
|