RPg Family Wealth Advisory’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $23.9K | Hold |
264
| – | – | 0.01% | 211 |
|
|
2020
Q3 | $15.3K | Hold |
264
| – | – | 0.01% | 238 |
|
|
2020
Q2 | $13.2K | Buy |
+264
| New | +$13.2K | 0.01% | 254 |
|
|
2019
Q4 | – | Sell |
-264
| Closed | -$21.4K | – | 278 |
|
|
2019
Q3 | $21.4K | Hold |
264
| – | – | 0.01% | 220 |
|
|
2019
Q2 | $20.5K | Hold |
264
| – | – | 0.01% | 218 |
|
|
2019
Q1 | $18.8K | Hold |
264
| – | – | 0.01% | 232 |
|
|
2018
Q4 | $15.6K | Hold |
264
| – | – | 0.02% | 177 |
|
|
2018
Q3 | $20.2K | Buy |
+264
| New | +$20.2K | 0.02% | 179 |
|