LWS
DFS

Lucia Wealth Services’s Discover Financial Services DFS Stock Holding History

Lucia Wealth Services’s Portfolio DFS Stock Details DFS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-11,357
Closed -$817K – 207
2018
Q1 		$817K Buy
11,357
+4,883
+75% +$351K 0.27% 86
2017
Q4 		$498K Buy
+6,474
New +$498K 0.22% 81