Ridgewood Investments’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
Q2 | – | Sell |
-72
| Closed | -$7.13K | – | 835 |
|
|
2023
Q1 | $7.13K | Buy |
+72
| New | +$7.13K | ﹤0.01% | 545 |
|
|
2021
Q3 | – | Sell |
-5,059
| Closed | -$598K | – | 191 |
|
|
2021
Q2 | $598K | Sell |
5,059
-1,509
| -23% | -$178K | 0.38% | 95 |
|
|
2021
Q1 | $624K | Sell |
6,568
-364
| -5% | -$34.6K | 0.38% | 92 |
|
|
2020
Q4 | $401K | Hold |
6,932
| – | – | 0.32% | 103 |
|
|
2020
Q3 | $401K | Sell |
6,932
-742
| -10% | -$42.9K | 0.31% | 104 |
|
|
2020
Q2 | $384K | Sell |
7,674
-252
| -3% | -$12.6K | 0.32% | 109 |
|
|
2020
Q1 | $283K | Buy |
7,926
+4,578
| +137% | +$163K | 0.29% | 105 |
|
|
2019
Q4 | $284K | Buy |
3,348
+6
| +0.2% | +$509 | 0.2% | 139 |
|
|
2019
Q3 | $271K | Sell |
3,342
-214
| -6% | -$17.4K | 0.21% | 137 |
|
|
2019
Q2 | $276K | Buy |
+3,556
| New | +$276K | 0.22% | 135 |
|