Total Clarity Wealth Management’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,179
| Closed | -$470K | – | 274 |
|
|
2023
Q4 | $470K | Sell |
4,179
-2,043
| -33% | -$230K | 0.19% | 134 |
|
|
2023
Q3 | $539K | Buy |
6,222
+2,030
| +48% | +$176K | 0.26% | 104 |
|
|
2023
Q2 | $490K | Buy |
4,192
+195
| +5% | +$22.8K | 0.24% | 103 |
|
|
2023
Q1 | $395K | Sell |
3,997
-133
| -3% | -$13.1K | 0.21% | 108 |
|
|
2022
Q4 | $404K | Sell |
4,130
-232
| -5% | -$22.7K | 0.21% | 122 |
|
|
2022
Q3 | $397K | Buy |
4,362
+2,871
| +193% | +$261K | 0.25% | 118 |
|
|
2022
Q2 | $141K | Buy |
+1,491
| New | +$141K | 0.07% | 264 |
|