TWMP
DFS
Taylor Wealth Management Partners’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $5.17M | Sell |
54,653
-5,374
| -9% | -$508K | 2.94% | 11 |
|
|
2022
Q1 | $6.61M | Sell |
60,027
-712
| -1% | -$78.5K | 2.68% | 13 |
|
|
2021
Q4 | $7.02M | Buy |
60,739
+251
| +0.4% | +$29K | 2.47% | 16 |
|
|
2021
Q3 | $7.43M | Buy |
60,488
+3,593
| +6% | +$441K | 2.65% | 12 |
|
|
2021
Q2 | $6.73M | Buy |
56,895
+817
| +1% | +$96.6K | 2.37% | 13 |
|
|
2021
Q1 | $5.33M | Buy |
+56,078
| New | +$5.33M | 1.94% | 22 |
|