Nelson Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-100
| Closed | -$8K | – | 146 |
|
|
2019
Q3 | $8K | Buy |
+100
| New | +$8K | ﹤0.01% | 255 |
|
|
2016
Q3 | – | Sell |
-435
| Closed | -$23K | – | 255 |
|
|
2016
Q2 | $23K | Buy |
+435
| New | +$23K | 0.01% | 163 |
|
|
2014
Q2 | – | Sell |
-460
| Closed | -$27K | – | 303 |
|
|
2014
Q1 | $27K | Hold |
460
| – | – | 0.01% | 143 |
|
|
2013
Q4 | $26K | Hold |
460
| – | – | 0.01% | 134 |
|
|
2013
Q3 | $23K | Hold |
460
| – | – | 0.01% | 134 |
|
|
2013
Q2 | $22K | Buy |
+460
| New | +$22K | 0.01% | 137 |
|