Mitsubishi UFJ Morgan Stanley Securities’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
Q1 | – | Sell |
-620
| Closed | -$61K | – | 67 |
|
|
2022
Q4 | $61K | Buy |
620
+40
| +7% | +$3.94K | 0.54% | 22 |
|
|
2022
Q3 | $53K | Hold |
580
| – | – | 0.71% | 20 |
|
|
2022
Q2 | $55K | Hold |
580
| – | – | 0.07% | 21 |
|
|
2022
Q1 | $64K | Sell |
580
-610
| -51% | -$67.3K | 0.06% | 18 |
|
|
2021
Q4 | $138K | Buy |
1,190
+80
| +7% | +$9.28K | 0.07% | 45 |
|
|
2021
Q3 | $136K | Buy |
1,110
+430
| +63% | +$52.7K | 0.13% | 22 |
|
|
2021
Q2 | $80K | Buy |
+680
| New | +$80K | 0.59% | 35 |
|
|
2014
Q1 | – | Sell |
-250
| Closed | -$14K | – | 262 |
|
|
2013
Q4 | $14K | Hold |
250
| – | – | 0.02% | 181 |
|
|
2013
Q3 | $13K | Sell |
250
-680
| -73% | -$35.4K | 0.02% | 199 |
|
|
2013
Q2 | $44K | Buy |
+930
| New | +$44K | 0.15% | 84 |
|