PMA
DFS

Prudent Man Advisors’s Discover Financial Services DFS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-5,325
Closed -$521K 207
2022
Q4
$521K Buy
5,325
+102
+2% +$9.98K 0.21% 114
2022
Q3
$475K Sell
5,223
-2
-0% -$182 0.23% 93
2022
Q2
$494K Buy
+5,225
New +$494K 0.23% 92