Pinnacle Wealth Management Advisory Group’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,300
| Closed | -$280K | – | 168 |
|
|
2019
Q4 | $280K | Buy |
3,300
+30
| +0.9% | +$2.55K | 0.1% | 154 |
|
|
2019
Q3 | $265K | Buy |
3,270
+40
| +1% | +$3.24K | 0.11% | 148 |
|
|
2019
Q2 | $251K | Sell |
3,230
-60
| -2% | -$4.66K | 0.11% | 159 |
|
|
2019
Q1 | $234K | Buy |
+3,290
| New | +$234K | 0.11% | 159 |
|
|
2018
Q4 | – | Sell |
-2,752
| Closed | -$210K | – | 165 |
|
|
2018
Q3 | $210K | Buy |
+2,752
| New | +$210K | 0.1% | 146 |
|