MinichMacGregor Wealth Management’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-10
| Closed | -$978 | – | 224 |
|
|
2022
Q4 | $978 | Buy |
+10
| New | +$978 | ﹤0.01% | 636 |
|
|
2018
Q4 | – | Sell |
-24
| Closed | -$1K | – | 192 |
|
|
2018
Q3 | $1K | Hold |
24
| – | – | ﹤0.01% | 476 |
|
|
2018
Q2 | $1K | Hold |
24
| – | – | ﹤0.01% | 476 |
|
|
2018
Q1 | $1K | Sell |
24
-1
| -4% | -$42 | ﹤0.01% | 456 |
|
|
2017
Q4 | $1K | Buy |
25
+14
| +127% | +$560 | ﹤0.01% | 447 |
|
|
2017
Q3 | $0 | Hold |
11
| – | – | ﹤0.01% | 487 |
|
|
2017
Q2 | $0 | Sell |
11
-16
| -59% | – | ﹤0.01% | 482 |
|
|
2017
Q1 | $1K | Sell |
27
-5
| -16% | -$185 | ﹤0.01% | 407 |
|
|
2016
Q4 | $2K | Sell |
32
-2
| -6% | -$125 | ﹤0.01% | 372 |
|
|
2016
Q3 | $1K | Buy |
+34
| New | +$1K | ﹤0.01% | 404 |
|
|
2016
Q1 | – | Sell |
-23
| Closed | -$1K | – | 443 |
|
|
2015
Q4 | $1K | Buy |
+23
| New | +$1K | ﹤0.01% | 347 |
|