MWM
DFS
MorganRosel Wealth Management’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-6,420
| Closed | -$607K | – | 96 |
|
|
2022
Q2 | $607K | Sell |
6,420
-1,410
| -18% | -$133K | 0.32% | 55 |
|
|
2022
Q1 | $863K | Sell |
7,830
-1,530
| -16% | -$169K | 0.42% | 48 |
|
|
2021
Q4 | $1.08M | Buy |
9,360
+1,088
| +13% | +$126K | 0.53% | 34 |
|
|
2021
Q3 | $1.02M | Buy |
8,272
+114
| +1% | +$14K | 0.55% | 27 |
|
|
2021
Q2 | $965K | Buy |
8,158
+331
| +4% | +$39.2K | 0.54% | 34 |
|
|
2021
Q1 | $743K | Buy |
+7,827
| New | +$743K | 0.47% | 46 |
|