L.J. Altfest & Co’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-6,023
| Closed | -$429K | – | 186 |
|
|
2019
Q1 | $429K | Buy |
+6,023
| New | +$429K | 0.1% | 111 |
|
|
2017
Q3 | – | Sell |
-10,445
| Closed | -$650K | – | 140 |
|
|
2017
Q2 | $650K | Sell |
10,445
-13,712
| -57% | -$853K | 0.39% | 77 |
|
|
2017
Q1 | $1.65M | Sell |
24,157
-284
| -1% | -$19.4K | 0.66% | 38 |
|
|
2016
Q4 | $1.76M | Sell |
24,441
-288
| -1% | -$20.8K | 0.88% | 25 |
|
|
2016
Q3 | $1.4M | Buy |
24,729
+67
| +0.3% | +$3.79K | 0.93% | 43 |
|
|
2016
Q2 | $1.32M | Buy |
+24,662
| New | +$1.32M | 0.92% | 46 |
|