Realta Investment Advisors’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-129
| Closed | -$15.1K | – | 490 |
|
|
2023
Q3 | $15.1K | Hold |
129
| – | – | ﹤0.01% | 642 |
|
|
2023
Q2 | $15.1K | Buy |
+129
| New | +$15.1K | ﹤0.01% | 681 |
|
|
2023
Q1 | – | Sell |
-129
| Closed | -$12.6K | – | 482 |
|
|
2022
Q4 | $12.6K | Buy |
+129
| New | +$12.6K | ﹤0.01% | 687 |
|
|
2020
Q1 | – | Sell |
-189
| Closed | -$17K | – | 547 |
|
|
2019
Q4 | $17K | Buy |
189
+30
| +19% | +$2.7K | ﹤0.01% | 975 |
|
|
2019
Q3 | $13K | Sell |
159
-200
| -56% | -$16.4K | ﹤0.01% | 1045 |
|
|
2019
Q2 | $29K | Buy |
359
+35
| +11% | +$2.83K | 0.01% | 812 |
|
|
2019
Q1 | $23K | Buy |
+324
| New | +$23K | 0.01% | 721 |
|