Oxler Private 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
2021
Q3
Sell
-10,000
Closed -$1.18M 131
2021
Q2
$1.18M Hold
10,000
0.52% 55
2021
Q1
$949K Hold
10,000
0.48% 56
2020
Q4
$905K Buy
+10,000
New +$905K 0.51% 40