Salzhauer Michael’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-793
| Closed | -$94K | – | 109 |
|
|
2021
Q2 | $94K | Buy |
+793
| New | +$94K | 0.04% | 94 |
|
|
2020
Q1 | – | Sell |
-5,416
| Closed | -$459K | – | 95 |
|
|
2019
Q4 | $459K | Hold |
5,416
| – | – | 0.21% | 72 |
|
|
2019
Q3 | $439K | Hold |
5,416
| – | – | 0.23% | 68 |
|
|
2019
Q2 | $420K | Hold |
5,416
| – | – | 0.19% | 74 |
|
|
2019
Q1 | $385K | Hold |
5,416
| – | – | 0.19% | 78 |
|
|
2018
Q4 | $319K | Sell |
5,416
-842
| -13% | -$49.6K | 0.18% | 88 |
|
|
2018
Q3 | $478K | Hold |
6,258
| – | – | 0.18% | 88 |
|
|
2018
Q2 | $441K | Hold |
6,258
| – | – | 0.16% | 95 |
|
|
2018
Q1 | $450K | Hold |
6,258
| – | – | 0.17% | 91 |
|
|
2017
Q4 | $481K | Sell |
6,258
-235
| -4% | -$18.1K | 0.19% | 82 |
|
|
2017
Q3 | $419K | Hold |
6,493
| – | – | 0.18% | 89 |
|
|
2017
Q2 | $404K | Hold |
6,493
| – | – | 0.18% | 86 |
|
|
2017
Q1 | $444K | Hold |
6,493
| – | – | 0.21% | 80 |
|
|
2016
Q4 | $468K | Hold |
6,493
| – | – | 0.23% | 77 |
|
|
2016
Q3 | $367K | Sell |
6,493
-2
| -0% | -$113 | 0.26% | 73 |
|
|
2016
Q2 | $348K | Hold |
6,495
| – | – | 0.28% | 70 |
|
|
2016
Q1 | $331K | Hold |
6,495
| – | – | 0.28% | 74 |
|
|
2015
Q4 | $348K | Sell |
6,495
-5
| -0.1% | -$268 | 0.26% | 76 |
|
|
2015
Q3 | $338K | Hold |
6,500
| – | – | 0.28% | 73 |
|
|
2015
Q2 | $375K | Hold |
6,500
| – | – | 0.28% | 75 |
|
|
2015
Q1 | $366K | Hold |
6,500
| – | – | 0.33% | 70 |
|
|
2014
Q4 | $426K | Hold |
6,500
| – | – | 0.36% | 59 |
|
|
2014
Q3 | $410K | Sell |
6,500
-1,500
| -19% | -$94.6K | 0.37% | 54 |
|
|
2014
Q2 | $496K | Hold |
8,000
| – | – | 0.46% | 47 |
|
|
2014
Q1 | $466K | Hold |
8,000
| – | – | 0.44% | 45 |
|
|
2013
Q4 | $448K | Buy |
+8,000
| New | +$448K | 0.44% | 45 |
|