Joel Isaacson & Co’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | 622 |
|
|
2014
Q4 | $5K | Sell |
70
-297
| -81% | -$21.2K | ﹤0.01% | 539 |
|
|
2014
Q3 | $24K | Buy |
367
+297
| +424% | +$19.4K | 0.01% | 391 |
|
|
2014
Q2 | $4K | Hold |
70
| – | – | ﹤0.01% | 513 |
|
|
2014
Q1 | $4K | Buy |
+70
| New | +$4K | ﹤0.01% | 506 |
|
|
2013
Q4 | – | Sell |
-400
| Closed | -$20K | – | 509 |
|
|
2013
Q3 | $20K | Hold |
400
| – | – | 0.01% | 362 |
|
|
2013
Q2 | $19K | Buy |
+400
| New | +$19K | 0.01% | 331 |
|