SWS
DFS
SYSTM Wealth Solutions’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-14,987
| Closed | -$1.96M | – | 739 |
|
|
2024
Q1 | $1.96M | Sell |
14,987
-42,387
| -74% | -$5.56M | 0.25% | 121 |
|
|
2023
Q4 | $6.45M | Buy |
57,374
+42,660
| +290% | +$4.8M | 0.89% | 18 |
|
|
2023
Q3 | $1.27M | Buy |
14,714
+1,458
| +11% | +$126K | 0.2% | 143 |
|
|
2023
Q2 | $1.55M | Sell |
13,256
-13,538
| -51% | -$1.58M | 0.21% | 133 |
|
|
2023
Q1 | $2.65M | Buy |
26,794
+1,022
| +4% | +$101K | 0.41% | 64 |
|
|
2022
Q4 | $2.52M | Buy |
+25,772
| New | +$2.52M | 0.31% | 85 |
|