Sageworth Trust Company of South Dakota’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 |
-294
| Closed | -$29.1K | – | 83 |
|
|
2023
Q1 | $29.1K | Sell |
294
-176
| -37% | -$17.4K | 0.07% | 67 |
|
|
2022
Q4 | $46K | Hold |
470
| – | – | 0.1% | 56 |
|
|
2022
Q3 | $43K | Sell |
470
-276
| -37% | -$25.3K | 0.11% | 48 |
|
|
2022
Q2 | $71K | Buy |
746
+115
| +18% | +$10.9K | 0.15% | 48 |
|
|
2022
Q1 | $70K | Sell |
631
-867
| -58% | -$96.2K | 0.13% | 53 |
|
|
2021
Q4 | $173K | Buy |
+1,498
| New | +$173K | 0.27% | 36 |
|