Shine Investment Advisory Services’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
Q3 | $75K | Hold |
1,290
| – | – | 0.03% | 235 |
|
|
2020
Q2 | $65K | Buy |
1,290
+325
| +34% | +$16.4K | 0.02% | 249 |
|
|
2020
Q1 | $34K | Buy |
965
+256
| +36% | +$9.02K | 0.02% | 329 |
|
|
2019
Q4 | $60K | Sell |
709
-35
| -5% | -$2.96K | 0.02% | 283 |
|
|
2019
Q3 | $60K | Buy |
744
+190
| +34% | +$15.3K | 0.03% | 270 |
|
|
2019
Q2 | $43K | Hold |
554
| – | – | 0.02% | 330 |
|
|
2019
Q1 | $39K | Hold |
554
| – | – | 0.02% | 350 |
|
|
2018
Q4 | $33K | Hold |
554
| – | – | 0.02% | 342 |
|
|
2018
Q3 | $42K | Sell |
554
-61
| -10% | -$4.63K | 0.02% | 328 |
|
|
2018
Q2 | $43K | Hold |
615
| – | – | 0.02% | 338 |
|
|
2018
Q1 | $44K | Hold |
615
| – | – | 0.02% | 325 |
|
|
2017
Q4 | $47K | Hold |
615
| – | – | 0.02% | 322 |
|
|
2017
Q3 | $40K | Hold |
615
| – | – | 0.02% | 334 |
|
|
2017
Q2 | $38K | Buy |
+615
| New | +$38K | 0.02% | 327 |
|