SEIA
DFS
Signature Estate & Investment Advisors’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-113,589
| Closed | -$7.44M | – | 87 |
|
|
2014
Q4 | $7.44M | Sell |
113,589
-612
| -0.5% | -$40.1K | 2.47% | 19 |
|
|
2014
Q3 | $7.35M | Buy |
114,201
+8,901
| +8% | +$573K | 2.63% | 13 |
|
|
2014
Q2 | $6.53M | Buy |
105,300
+11,829
| +13% | +$733K | 2.3% | 15 |
|
|
2014
Q1 | $5.44M | Buy |
93,471
+29,271
| +46% | +$1.7M | 2.13% | 16 |
|
|
2013
Q4 | $3.59M | Buy |
+64,200
| New | +$3.59M | 1.78% | 24 |
|