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 |
|