UIA
DFS
UBP Investment Advisors’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,767
| Closed | -$260K | – | 87 |
|
|
2022
Q2 | $260K | Sell |
2,767
-4,354
| -61% | -$409K | 0.1% | 97 |
|
|
2022
Q1 | $450K | Sell |
7,121
-3,298
| -32% | -$208K | 0.17% | 78 |
|
|
2021
Q4 | $1.2M | Buy |
10,419
+129
| +1% | +$14.9K | 0.44% | 43 |
|
|
2021
Q3 | $1.26M | Buy |
10,290
+50
| +0.5% | +$6.12K | 0.49% | 37 |
|
|
2021
Q2 | $1.21M | Buy |
+10,240
| New | +$1.21M | 0.45% | 52 |
|