MSWM
DFS
Mader & Shannon Wealth Management’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-16,485
| Closed | -$1.13M | – | 15 |
|
|
2017
Q1 | $1.13M | Buy |
+16,485
| New | +$1.13M | 0.81% | 9 |
|
|
2016
Q4 | – | Sell |
-149,999
| Closed | -$8.48M | – | 12 |
|
|
2016
Q3 | $8.48M | Buy |
+149,999
| New | +$8.48M | 6.45% | 7 |
|
|
2014
Q4 | – | Sell |
-71,213
| Closed | -$4.59M | – | 23 |
|
|
2014
Q3 | $4.59M | Sell |
71,213
-3,781
| -5% | -$243K | 8.94% | 4 |
|
|
2014
Q2 | $4.65M | Buy |
+74,994
| New | +$4.65M | 3.57% | 7 |
|