Kovitz Investment Group’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $1.01M | Hold |
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|
2015
Q3 | $983K | Sell |
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|
2015
Q2 | $1.09M | Hold |
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|
2015
Q1 | $1.07M | Buy |
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|
2014
Q4 | $1.23M | Buy |
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|
2014
Q3 | $1.2M | Sell |
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|
2014
Q2 | $1.16M | Buy |
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|
2014
Q1 | $606K | Sell |
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|
2013
Q4 | $965K | Buy |
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|
2013
Q3 | $836K | Sell |
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|
2013
Q2 | $800K | Buy |
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