LGWM
DFS
Litman Gregory Wealth Management’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,000
| Closed | -$95K | – | 97 |
|
|
2021
Q1 | $95K | Sell |
1,000
-250
| -20% | -$23.8K | 0.02% | 75 |
|
|
2020
Q4 | $113K | Hold |
1,250
| – | – | 0.02% | 71 |
|
|
2020
Q3 | $72K | Hold |
1,250
| – | – | 0.01% | 82 |
|
|
2020
Q2 | $63K | Hold |
1,250
| – | – | 0.01% | 85 |
|
|
2020
Q1 | $45K | Sell |
1,250
-250
| -17% | -$9K | 0.01% | 85 |
|
|
2019
Q4 | $127K | Hold |
1,500
| – | – | 0.03% | 62 |
|
|
2019
Q3 | $122K | Hold |
1,500
| – | – | 0.03% | 57 |
|
|
2019
Q2 | $116K | Hold |
1,500
| – | – | 0.03% | 59 |
|
|
2019
Q1 | $107K | Hold |
1,500
| – | – | 0.03% | 53 |
|
|
2018
Q4 | $88K | Hold |
1,500
| – | – | 0.03% | 58 |
|
|
2018
Q3 | $115K | Hold |
1,500
| – | – | 0.04% | 45 |
|
|
2018
Q2 | $106K | Hold |
1,500
| – | – | 0.04% | 39 |
|
|
2018
Q1 | $108K | Hold |
1,500
| – | – | 0.04% | 48 |
|
|
2017
Q4 | $115 | Hold |
1,500
| – | – | 0.03% | 38 |
|
|
2017
Q3 | $97K | Hold |
1,500
| – | – | 0.05% | 39 |
|
|
2017
Q2 | $93K | Hold |
1,500
| – | – | 0.05% | 29 |
|
|
2017
Q1 | $103K | Hold |
1,500
| – | – | 0.06% | 29 |
|
|
2016
Q4 | $108K | Hold |
1,500
| – | – | 0.07% | 26 |
|
|
2016
Q3 | $85K | Hold |
1,500
| – | – | 0.06% | 25 |
|
|
2016
Q2 | $80K | Hold |
1,500
| – | – | 0.06% | 24 |
|
|
2016
Q1 | $76K | Buy |
+1,500
| New | +$76K | 0.06% | 27 |
|