THWM
DFS
Taylor Hoffman Wealth Management’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-78
| Closed | -$4K | – | 176 |
|
|
2020
Q2 | $4K | Buy |
+78
| New | +$4K | ﹤0.01% | 334 |
|
|
2020
Q1 | – | Sell |
-510
| Closed | -$43K | – | 178 |
|
|
2019
Q4 | $43K | Hold |
510
| – | – | 0.03% | 219 |
|
|
2019
Q3 | $41K | Hold |
510
| – | – | 0.03% | 217 |
|
|
2019
Q2 | $40K | Hold |
510
| – | – | 0.03% | 207 |
|
|
2019
Q1 | $36K | Sell |
510
-324
| -39% | -$22.9K | 0.03% | 215 |
|
|
2018
Q4 | $49K | Hold |
834
| – | – | 0.04% | 178 |
|
|
2018
Q3 | $64K | Hold |
834
| – | – | 0.05% | 161 |
|
|
2018
Q2 | $59K | Hold |
834
| – | – | 0.05% | 165 |
|
|
2018
Q1 | $60K | Hold |
834
| – | – | 0.05% | 168 |
|
|
2017
Q4 | $64K | Buy |
+834
| New | +$64K | 0.06% | 160 |
|