JNBA Financial Advisors’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-26
| Closed | -$3K | – | 739 |
|
|
2021
Q4 | $3K | Buy |
+26
| New | +$3K | ﹤0.01% | 679 |
|
|
2019
Q1 | – | Sell |
-796
| Closed | -$47K | – | 552 |
|
|
2018
Q4 | $47K | Buy |
+796
| New | +$47K | 0.01% | 208 |
|
|
2018
Q3 | – | Sell |
-796
| Closed | -$56K | – | 539 |
|
|
2018
Q2 | $56K | Hold |
796
| – | – | 0.01% | 216 |
|
|
2018
Q1 | $57K | Hold |
796
| – | – | 0.01% | 210 |
|
|
2017
Q4 | $61K | Hold |
796
| – | – | 0.01% | 204 |
|
|
2017
Q3 | $51K | Hold |
796
| – | – | 0.01% | 209 |
|
|
2017
Q2 | $50K | Hold |
796
| – | – | 0.01% | 208 |
|
|
2017
Q1 | $54K | Hold |
796
| – | – | 0.01% | 197 |
|
|
2016
Q4 | $57K | Sell |
796
-966
| -55% | -$69.2K | 0.01% | 198 |
|
|
2016
Q3 | $100K | Buy |
1,762
+966
| +121% | +$54.8K | 0.01% | 353 |
|
|
2016
Q2 | $43K | Buy |
+796
| New | +$43K | 0.01% | 213 |
|