Tiedemann Advisors’s Discover Financial Services DFS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-21,178
Closed -$1.51M 330
2019
Q1
$1.51M Buy
21,178
+168
+0.8% +$12K 0.07% 161
2018
Q4
$1.24M Buy
+21,010
New +$1.24M 0.06% 179