OWA
DFS
Outlook Wealth Advisors’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,669
| Closed | -$655K | – | 202 |
|
|
2021
Q4 | $655K | Buy |
5,669
+186
| +3% | +$21.5K | 0.19% | 116 |
|
|
2021
Q3 | $674K | Buy |
5,483
+127
| +2% | +$15.6K | 0.22% | 109 |
|
|
2021
Q2 | $634K | Buy |
5,356
+377
| +8% | +$44.6K | 0.2% | 128 |
|
|
2021
Q1 | $473K | Buy |
4,979
+2,357
| +90% | +$224K | 0.16% | 141 |
|
|
2020
Q4 | $237K | Buy |
+2,622
| New | +$237K | 0.09% | 172 |
|