Litman Gregory Wealth Management’s Discover Financial Services DFS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-1,000	Closed	-$95K	–	97
2021 Q1	$95K	Sell	1,000 -250	-20%	-$23.6K	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%	-$16.6K	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	+$72.3K	0.06%	27