Kore Private Wealth’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-209
| Closed | -$10K | – | 466 |
|
|
2020
Q2 | $10K | Sell |
209
-241
| -54% | -$11.5K | ﹤0.01% | 781 |
|
|
2020
Q1 | $16K | Buy |
450
+201
| +81% | +$7.15K | ﹤0.01% | 618 |
|
|
2019
Q4 | $21K | Buy |
+249
| New | +$21K | ﹤0.01% | 622 |
|
|
2019
Q1 | – | Sell |
-32
| Closed | -$2K | – | 913 |
|
|
2018
Q4 | $2K | Buy |
+32
| New | +$2K | ﹤0.01% | 800 |
|