MYCIO Wealth Partners’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-2,054
| Closed | -$110K | – | 890 |
|
|
2016
Q2 | $110K | Buy |
2,054
+625
| +44% | +$33.5K | 0.02% | 250 |
|
|
2016
Q1 | $73K | Buy |
+1,429
| New | +$73K | 0.01% | 275 |
|
|
2015
Q4 | – | Sell |
-2,700
| Closed | -$140K | – | 746 |
|
|
2015
Q3 | $140K | Hold |
2,700
| – | – | 0.03% | 166 |
|
|
2015
Q2 | $156K | Hold |
2,700
| – | – | 0.03% | 162 |
|
|
2015
Q1 | $152K | Buy |
2,700
+1,300
| +93% | +$73.2K | 0.03% | 169 |
|
|
2014
Q4 | $92K | Buy |
+1,400
| New | +$92K | 0.02% | 205 |
|