Kaizen Advisory’s Discover Financial Services DFS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2018
Q4
$52K Buy
890
+21
+2% +$1.23K 0.04% 320
2018
Q3
$66K Hold
869
0.03% 290
2018
Q2
$61K Buy
869
+524
+152% +$36.8K 0.03% 294
2018
Q1
$25K Hold
345
0.02% 291
2017
Q4
$27K Buy
+345
New +$27K 0.02% 270