Lau Associates’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
Q4 | $1.48M | Hold |
17,464
| – | – | 0.74% | 30 |
|
|
2019
Q3 | $1.42M | Sell |
17,464
-9,250
| -35% | -$750K | 0.75% | 32 |
|
|
2019
Q2 | $2.07M | Hold |
26,714
| – | – | 0.99% | 28 |
|
|
2019
Q1 | $1.9M | Buy |
26,714
+1,300
| +5% | +$92.5K | 0.98% | 27 |
|
|
2018
Q4 | $1.5M | Buy |
25,414
+2,914
| +13% | +$172K | 0.83% | 34 |
|
|
2018
Q3 | $1.72M | Hold |
22,500
| – | – | 0.98% | 32 |
|
|
2018
Q2 | $1.58M | Hold |
22,500
| – | – | 1.08% | 30 |
|
|
2018
Q1 | $1.62M | Buy |
22,500
+2,300
| +11% | +$165K | 1.26% | 27 |
|
|
2017
Q4 | $1.55M | Buy |
+20,200
| New | +$1.55M | 1.21% | 26 |
|