LWA
DFS

Lenox Wealth Advisors’s Discover Financial Services DFS Stock Holding History

Lenox Wealth Advisors’s Portfolio DFS Stock Details DFS Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$74K Buy
2021
Q4 		$76K Buy
2021
Q3 		$78K Hold
2021
Q2 		$75K Buy
2021
Q1 		$22K Hold
2020
Q4 		$21K Hold
2020
Q3 		$14K Buy
2020
Q1 		– Sell
2019
Q4 		$7K Buy
2014
Q1 		– Sell
2013
Q4 		$3K Buy