Karp Capital Management’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q2 | – | Sell |
-4,625
| Closed | -$236K | – | 86 |
|
2016
Q1 | $236K | Sell |
4,625
-2,600
| -36% | -$133K | 0.16% | 78 |
|
2015
Q4 | $387K | Buy |
7,225
+1,250
| +21% | +$67K | 0.22% | 80 |
|
2015
Q3 | $311K | Buy |
5,975
+250
| +4% | +$13K | 0.21% | 74 |
|
2015
Q2 | $330K | Sell |
5,725
-300
| -5% | -$17.3K | 0.22% | 78 |
|
2015
Q1 | $340K | Buy |
6,025
+300
| +5% | +$16.9K | 0.23% | 78 |
|
2014
Q4 | $375K | Buy |
+5,725
| New | +$375K | 0.27% | 76 |
|