TrueWealth LLC’s Discover Financial Services DFS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
$16K Hold
2020
Q1
$11K Sell
2019
Q4
$29K Buy
2019
Q3
$3K Hold
2019
Q2
$3K Hold
2019
Q1
$3K Hold
2018
Q4
$2K Sell
2018
Q3
$9K Hold
2018
Q2
$9K Buy
2018
Q1
$3K Hold
2017
Q4
$3K Buy