Mark Sheptoff Financial Planning’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-272
| Closed | -$23.6K | – | 398 |
|
|
2023
Q3 | $23.6K | Buy |
+272
| New | +$23.6K | 0.02% | 199 |
|
|
2022
Q3 | – | Sell |
-10
| Closed | -$1K | – | 373 |
|
|
2022
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 359 |
|
|
2022
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 405 |
|
|
2021
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 434 |
|
|
2016
Q4 | – | Sell |
-1,000
| Closed | -$57K | – | 360 |
|
|
2016
Q3 | $57K | Buy |
+1,000
| New | +$57K | 0.04% | 165 |
|