KIA
DFS
KLR Investment Advisors’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $461K | Buy |
3,643
+173
| +5% | +$21.9K | 0.33% | 80 |
|
|
2023
Q4 | $390K | Buy |
3,470
+342
| +11% | +$38.4K | 0.28% | 108 |
|
|
2023
Q3 | $309K | Sell |
3,128
-303
| -9% | -$29.9K | 0.28% | 115 |
|
|
2023
Q2 | $401K | Buy |
3,431
+122
| +4% | +$14.3K | 0.33% | 99 |
|
|
2023
Q1 | $327K | Sell |
3,309
-813
| -20% | -$80.4K | 0.29% | 113 |
|
|
2022
Q4 | $403K | Buy |
+4,122
| New | +$403K | 0.33% | 87 |
|