SWM
DFS
Selective Wealth Management’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-300
| Closed | -$27K | – | 243 |
|
|
2022
Q3 | $27K | Hold |
300
| – | – | 0.01% | 382 |
|
|
2022
Q2 | $28K | Sell |
300
-300
| -50% | -$28K | 0.01% | 414 |
|
|
2022
Q1 | $66K | Hold |
600
| – | – | 0.02% | 259 |
|
|
2021
Q4 | $69K | Buy |
600
+300
| +100% | +$34.5K | 0.03% | 234 |
|
|
2021
Q3 | $37K | Buy |
300
+150
| +100% | +$18.5K | 0.02% | 283 |
|
|
2021
Q2 | $18K | Buy |
+150
| New | +$18K | 0.01% | 288 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 418 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 335 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 334 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 40 |
|