Partnervest Advisory Services’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-1,436
| Closed | -$89K | – | 294 |
|
|
2014
Q2 | $89K | Hold |
1,436
| – | – | 0.04% | 255 |
|
|
2014
Q1 | $84K | Hold |
1,436
| – | – | 0.04% | 258 |
|
|
2013
Q4 | $80K | Buy |
1,436
+883
| +160% | +$49.2K | 0.04% | 240 |
|
|
2013
Q3 | $28K | Hold |
553
| – | – | 0.01% | 382 |
|
|
2013
Q2 | $26K | Buy |
+553
| New | +$26K | 0.01% | 358 |
|