JWM
DFS
Janiczek Wealth Management’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $785 | Hold |
6
| – | – | ﹤0.01% | 956 |
|
|
2024
Q1 | $787 | Buy |
6
+1
| +20% | +$131 | ﹤0.01% | 968 |
|
|
2023
Q4 | $562 | Sell |
5
-7
| -58% | -$787 | ﹤0.01% | 989 |
|
|
2023
Q3 | $1.04K | Buy |
12
+5
| +71% | +$433 | ﹤0.01% | 915 |
|
|
2023
Q2 | $818 | Buy |
7
+3
| +75% | +$351 | ﹤0.01% | 864 |
|
|
2023
Q1 | $405 | Hold |
4
| – | – | ﹤0.01% | 923 |
|
|
2022
Q4 | $424 | Hold |
4
| – | – | ﹤0.01% | 925 |
|
|
2022
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 941 |
|
|
2022
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 968 |
|
|
2022
Q1 | $0 | Sell |
4
-54
| -93% | – | ﹤0.01% | 973 |
|
|
2021
Q4 | $7K | Hold |
58
| – | – | ﹤0.01% | 637 |
|
|
2021
Q3 | $7K | Buy |
58
+4
| +7% | +$483 | ﹤0.01% | 628 |
|
|
2021
Q2 | $6K | Hold |
54
| – | – | ﹤0.01% | 630 |
|
|
2021
Q1 | $5K | Buy |
+54
| New | +$5K | ﹤0.01% | 636 |
|