Palumbo Wealth 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
2021
Q4
Sell
-4,897
Closed -$602K 94
2021
Q3
$602K Buy
4,897
+2,301
+89% +$283K 0.4% 55
2021
Q2
$307K Buy
+2,596
New +$307K 0.21% 81