PWP
DFS

Perfromance Wealth Partners’s Discover Financial Services DFS Stock Holding History

Perfromance Wealth Partners’s Portfolio DFS Stock Details DFS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,258
Closed -$215K – 192
2025
Q1 		$215K Buy
1,258
+2
+0.2% +$341 0.01% 162
2024
Q4 		$218K Buy
+1,256
New +$218K 0.01% 172