SkyView Investment Advisors’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-45
| Closed | -$4K | – | 242 |
|
|
2023
Q3 | $4K | Buy |
45
+4
| +10% | +$356 | ﹤0.01% | 407 |
|
|
2023
Q2 | $5K | Sell |
41
-7,079
| -99% | -$863K | ﹤0.01% | 496 |
|
|
2023
Q1 | $605K | Buy |
7,120
+5,144
| +260% | +$437K | 0.14% | 185 |
|
|
2022
Q4 | $193K | Buy |
1,976
+95
| +5% | +$9.28K | 0.06% | 343 |
|
|
2022
Q3 | $171K | Buy |
1,881
+341
| +22% | +$31K | 0.05% | 376 |
|
|
2022
Q2 | $146K | Buy |
1,540
+1,537
| +51,233% | +$146K | 0.04% | 415 |
|
|
2022
Q1 | $0 | Sell |
3
-5,593
| -100% | – | ﹤0.01% | 592 |
|
|
2021
Q4 | $280K | Buy |
5,596
+622
| +13% | +$31.1K | 0.06% | 349 |
|
|
2021
Q3 | $611K | Buy |
4,974
+4,734
| +1,973% | +$582K | 0.17% | 147 |
|
|
2021
Q2 | $23K | Hold |
240
| – | – | 0.01% | 226 |
|
|
2021
Q1 | $23K | Buy |
240
+51
| +27% | +$4.89K | 0.01% | 234 |
|
|
2020
Q4 | $17K | Buy |
+189
| New | +$17K | 0.01% | 200 |
|