PWA
DFS

Principia Wealth Advisory’s Discover Financial Services DFS Stock Holding History

Principia Wealth Advisory’s Portfolio DFS Stock Details DFS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-11
Closed -$1.88K – 959
2025
Q1 		$1.88K Buy
11
+5
+83% +$854 ﹤0.01% 289
2024
Q4 		$1.04K Buy
+6
New +$1.04K ﹤0.01% 358