Tyler-Stone 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
Q3 | – | Sell |
-30
| Closed | -$3.92K | – | 436 |
|
|
2024
Q2 | $3.92K | Hold |
30
| – | – | ﹤0.01% | 765 |
|
|
2024
Q1 | $3.93K | Hold |
30
| – | – | ﹤0.01% | 751 |
|
|
2023
Q4 | $3.37K | Hold |
30
| – | – | ﹤0.01% | 741 |
|
|
2023
Q3 | $3K | Hold |
30
| – | – | ﹤0.01% | 751 |
|
|
2023
Q2 | $4K | Buy |
+30
| New | +$4K | ﹤0.01% | 715 |
|
|
2022
Q4 | $3K | Hold |
30
| – | – | ﹤0.01% | 698 |
|
|
2022
Q3 | $3K | Hold |
30
| – | – | ﹤0.01% | 699 |
|
|
2022
Q2 | $3K | Sell |
30
-200
| -87% | -$20K | ﹤0.01% | 712 |
|
|
2022
Q1 | $25K | Hold |
230
| – | – | 0.01% | 436 |
|
|
2021
Q4 | $27K | Buy |
+230
| New | +$27K | 0.01% | 450 |
|