LFA
DFS
Legacy Financial Advisors’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,257
| Closed | -$89K | – | 312 |
|
|
2019
Q1 | $89K | Sell |
1,257
-174
| -12% | -$12.3K | 0.03% | 183 |
|
|
2018
Q4 | $84K | Buy |
1,431
+760
| +113% | +$44.6K | 0.03% | 160 |
|
|
2018
Q3 | $51K | Hold |
671
| – | – | 0.02% | 245 |
|
|
2018
Q2 | $47K | Sell |
671
-1,731
| -72% | -$121K | 0.02% | 258 |
|
|
2018
Q1 | $172K | Sell |
2,402
-1,628
| -40% | -$117K | 0.07% | 126 |
|
|
2017
Q4 | $309K | Buy |
+4,030
| New | +$309K | 0.13% | 71 |
|