SW
DFS

Simplicity Wealth’s Discover Financial Services DFS Stock Holding History

Simplicity Wealth’s Portfolio DFS Stock Details DFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-10,219
Closed -$1.34M – 666
2024
Q2 		$1.34M Sell
10,219
-986
-9% -$129K 0.03% 444
2024
Q1 		$1.47M Buy
+11,205
New +$1.47M 0.04% 419