Parasol Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-250
| Closed | -$14K | – | 179 |
|
|
2015
Q2 | $14K | Hold |
250
| – | – | 0.01% | 177 |
|
|
2015
Q1 | $14K | Hold |
250
| – | – | 0.01% | 184 |
|
|
2014
Q4 | $16K | Hold |
250
| – | – | 0.01% | 192 |
|
|
2014
Q3 | $16K | Hold |
250
| – | – | 0.01% | 175 |
|
|
2014
Q2 | $15K | Hold |
250
| – | – | 0.01% | 182 |
|
|
2014
Q1 | $15K | Hold |
250
| – | – | 0.01% | 159 |
|
|
2013
Q4 | $14K | Buy |
+250
| New | +$14K | 0.01% | 165 |
|