Summit Global Investments’s Discover Financial Services DFS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-11,048
Closed -$850K 284
2017
Q4
$850K Sell
11,048
-2,944
-21% -$227K 0.13% 99
2017
Q3
$902K Buy
13,992
+7,237
+107% +$467K 0.14% 95
2017
Q2
$420K Buy
+6,755
New +$420K 0.13% 230