Mid Atlantic Financial Management’s Discover Financial Services DFS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
$264K Sell
2,152
-106
-5% -$13K 0.02% 714
2021
Q2
$267K Buy
+2,258
New +$267K 0.02% 717
2020
Q1
Sell
-2,991
Closed -$254K 698
2019
Q4
$254K Sell
2,991
-17
-0.6% -$1.44K 0.02% 573
2019
Q3
$244K Sell
3,008
-3,796
-56% -$308K 0.03% 570
2019
Q2
$528K Sell
6,804
-2,203
-24% -$171K 0.06% 353
2019
Q1
$641K Sell
9,007
-1,753
-16% -$125K 0.07% 307
2018
Q4
$635K Buy
+10,760
New +$635K 0.08% 269