TFP
DFS
Tilia Fiduciary Partners’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-235
| Closed | -$27.5K | – | 192 |
|
|
2023
Q2 | $27.5K | Hold |
235
| – | – | 0.02% | 269 |
|
|
2023
Q1 | $23.2K | Hold |
235
| – | – | 0.02% | 284 |
|
|
2022
Q4 | $23K | Hold |
235
| – | – | 0.02% | 274 |
|
|
2022
Q3 | $21K | Hold |
235
| – | – | 0.02% | 281 |
|
|
2022
Q2 | $23K | Hold |
235
| – | – | 0.02% | 278 |
|
|
2022
Q1 | $26K | Hold |
235
| – | – | 0.02% | 280 |
|
|
2021
Q4 | $27K | Buy |
+235
| New | +$27K | 0.02% | 285 |
|