Tradewinds Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-88
| Closed | -$7K | – | 632 |
|
|
2018
Q3 | $7K | Hold |
88
| – | – | ﹤0.01% | 453 |
|
|
2018
Q2 | $6K | Hold |
88
| – | – | ﹤0.01% | 471 |
|
|
2018
Q1 | $6K | Buy |
+88
| New | +$6K | ﹤0.01% | 453 |
|
|
2017
Q2 | – | Sell |
-495
| Closed | -$34K | – | 663 |
|
|
2017
Q1 | $34K | Hold |
495
| – | – | 0.02% | 235 |
|
|
2016
Q4 | $36K | Hold |
495
| – | – | 0.02% | 234 |
|
|
2016
Q3 | $28K | Hold |
495
| – | – | 0.02% | 262 |
|
|
2016
Q2 | $27K | Hold |
495
| – | – | 0.02% | 267 |
|
|
2016
Q1 | $25K | Hold |
495
| – | – | 0.02% | 302 |
|
|
2015
Q4 | $27K | Hold |
495
| – | – | 0.02% | 273 |
|
|
2015
Q3 | $26K | Hold |
495
| – | – | 0.02% | 264 |
|
|
2015
Q2 | $29K | Hold |
495
| – | – | 0.02% | 288 |
|
|
2015
Q1 | $28K | Hold |
495
| – | – | 0.02% | 264 |
|
|
2014
Q4 | $32K | Hold |
495
| – | – | 0.02% | 252 |
|
|
2014
Q3 | $32K | Hold |
495
| – | – | 0.02% | 249 |
|
|
2014
Q2 | $31K | Hold |
495
| – | – | 0.02% | 261 |
|
|
2014
Q1 | $29K | Hold |
495
| – | – | 0.02% | 273 |
|
|
2013
Q4 | $28K | Buy |
+495
| New | +$28K | 0.02% | 264 |
|