Joel Isaacson & Co’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
2017 Q1	–	Sell	-70	Closed	-$5K	–	267
2016 Q4	$5K	Hold	70	–	–	﹤0.01%	562
2016 Q3	$4K	Hold	70	–	–	﹤0.01%	634
2016 Q2	$4K	Hold	70	–	–	﹤0.01%	634
2016 Q1	$4K	Hold	70	–	–	﹤0.01%	679
2015 Q4	$4K	Hold	70	–	–	﹤0.01%	636
2015 Q3	$4K	Hold	70	–	–	﹤0.01%	639
2015 Q2	$4K	Hold	70	–	–	﹤0.01%	667
2015 Q1	$4K	Hold	70	–	–	﹤0.01%	621
2014 Q4	$5K	Sell	70 -297	-81%	-$19.1K	﹤0.01%	539
2014 Q3	$24K	Buy	367 +297	+424%	+$18.6K	0.01%	391
2014 Q2	$4K	Hold	70	–	–	﹤0.01%	513
2014 Q1	$4K	Buy	+70	New	+$3.92K	﹤0.01%	506
2013 Q4	–	Sell	-400	Closed	-$20K	–	509
2013 Q3	$20K	Hold	400	–	–	0.01%	362
2013 Q2	$19K	Buy	+400	New	+$18.4K	0.01%	331