Liberty Wealth Management’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-649
| Closed | -$78K | – | 385 |
|
|
2021
Q3 | $78K | Buy |
649
+350
| +117% | +$42.1K | 0.03% | 335 |
|
|
2021
Q2 | $35K | Buy |
299
+18
| +6% | +$2.11K | 0.01% | 393 |
|
|
2021
Q1 | $23K | Hold |
281
| – | – | 0.01% | 434 |
|
|
2020
Q4 | $23K | Buy |
281
+243
| +639% | +$19.9K | 0.01% | 431 |
|
|
2020
Q3 | $2K | Buy |
+38
| New | +$2K | ﹤0.01% | 757 |
|