JA
DFS

JOYN Advisors’s Discover Financial Services DFS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q1
Sell
-1,872
Closed -$110K 436
2018
Q4
$110K Sell
1,872
-677
-27% -$39.8K 0.03% 180
2018
Q3
$195K Sell
2,549
-89
-3% -$6.81K 0.04% 147
2018
Q2
$186K Sell
2,638
-2,288
-46% -$161K 0.04% 147
2018
Q1
$354K Sell
4,926
-6,994
-59% -$503K 0.08% 88
2017
Q4
$917K Buy
+11,920
New +$917K 0.2% 42