Ironwood Financial’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-247
| Closed | -$30K | – | 218 |
|
|
2021
Q3 | $30K | Hold |
247
| – | – | 0.01% | 238 |
|
|
2021
Q2 | $29K | Hold |
247
| – | – | 0.01% | 240 |
|
|
2021
Q1 | $23K | Hold |
247
| – | – | 0.01% | 248 |
|
|
2020
Q4 | $22K | Hold |
247
| – | – | 0.01% | 235 |
|
|
2020
Q3 | $14K | Hold |
247
| – | – | 0.01% | 229 |
|
|
2020
Q2 | $12K | Hold |
247
| – | – | 0.01% | 230 |
|
|
2020
Q1 | $9K | Sell |
247
-73
| -23% | -$2.66K | 0.01% | 216 |
|
|
2019
Q4 | $27K | Hold |
320
| – | – | 0.01% | 170 |
|
|
2019
Q3 | $26K | Hold |
320
| – | – | 0.01% | 173 |
|
|
2019
Q2 | $25K | Hold |
320
| – | – | 0.01% | 177 |
|
|
2019
Q1 | $23K | Hold |
320
| – | – | 0.01% | 176 |
|
|
2018
Q4 | $19K | Buy |
320
+260
| +433% | +$15.4K | 0.01% | 186 |
|
|
2018
Q3 | $5K | Hold |
60
| – | – | ﹤0.01% | 300 |
|
|
2018
Q2 | $4K | Hold |
60
| – | – | ﹤0.01% | 240 |
|
|
2018
Q1 | $4K | Hold |
60
| – | – | ﹤0.01% | 214 |
|
|
2017
Q4 | $5K | Hold |
60
| – | – | ﹤0.01% | 208 |
|
|
2017
Q3 | $4K | Hold |
60
| – | – | ﹤0.01% | 221 |
|
|
2017
Q2 | $4K | Hold |
60
| – | – | ﹤0.01% | 217 |
|
|
2017
Q1 | $4K | Hold |
60
| – | – | ﹤0.01% | 215 |
|
|
2016
Q4 | $4K | Buy |
+60
| New | +$4K | ﹤0.01% | 215 |
|