Strategic Investment Advisors’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-7,546
| Closed | -$872K | – | 190 |
|
|
2021
Q4 | $872K | Buy |
7,546
+116
| +2% | +$13.4K | 0.17% | 119 |
|
|
2021
Q3 | $913K | Buy |
7,430
+2,469
| +50% | +$303K | 0.2% | 107 |
|
|
2021
Q2 | $587K | Buy |
4,961
+2,098
| +73% | +$248K | 0.13% | 148 |
|
|
2021
Q1 | $272K | Buy |
2,863
+281
| +11% | +$26.7K | 0.07% | 187 |
|
|
2020
Q4 | $234K | Buy |
+2,582
| New | +$234K | 0.07% | 183 |
|