Omnia Family Wealth’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
Q2 | – | Sell |
-1,314
| Closed | -$94K | – | 208 |
|
|
2019
Q1 | $94K | Buy |
1,314
+4
| +0.3% | +$286 | 0.05% | 130 |
|
|
2018
Q4 | $77K | Buy |
1,310
+4
| +0.3% | +$235 | 0.04% | 130 |
|
|
2018
Q3 | $100K | Buy |
1,306
+4
| +0.3% | +$306 | 0.05% | 121 |
|
|
2018
Q2 | $92K | Buy |
1,302
+3
| +0.2% | +$212 | 0.04% | 122 |
|
|
2018
Q1 | $93K | Buy |
1,299
+4
| +0.3% | +$286 | 0.04% | 121 |
|
|
2017
Q4 | $100K | Buy |
1,295
+3
| +0.2% | +$232 | 0.05% | 117 |
|
|
2017
Q3 | $83K | Sell |
1,292
-45
| -3% | -$2.89K | 0.04% | 126 |
|
|
2017
Q2 | $83K | Buy |
1,337
+4
| +0.3% | +$248 | 0.04% | 127 |
|
|
2017
Q1 | $91K | Buy |
1,333
+4
| +0.3% | +$273 | 0.04% | 128 |
|
|
2016
Q4 | $96K | Buy |
+1,329
| New | +$96K | 0.05% | 120 |
|