TrueWealth LLC’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $16K | Hold |
310
| – | – | 0.01% | 407 |
|
|
2020
Q1 | $11K | Sell |
310
-36
| -10% | -$1.28K | 0.01% | 440 |
|
|
2019
Q4 | $29K | Buy |
346
+310
| +861% | +$26K | 0.01% | 333 |
|
|
2019
Q3 | $3K | Hold |
36
| – | – | ﹤0.01% | 603 |
|
|
2019
Q2 | $3K | Hold |
36
| – | – | ﹤0.01% | 613 |
|
|
2019
Q1 | $3K | Hold |
36
| – | – | ﹤0.01% | 628 |
|
|
2018
Q4 | $2K | Sell |
36
-85
| -70% | -$4.72K | ﹤0.01% | 652 |
|
|
2018
Q3 | $9K | Hold |
121
| – | – | ﹤0.01% | 501 |
|
|
2018
Q2 | $9K | Buy |
121
+85
| +236% | +$6.32K | ﹤0.01% | 508 |
|
|
2018
Q1 | $3K | Hold |
36
| – | – | ﹤0.01% | 647 |
|
|
2017
Q4 | $3K | Buy |
+36
| New | +$3K | ﹤0.01% | 751 |
|