USCA RIA’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
Q3 | – | Sell |
-27,916
| Closed | -$1.4M | – | 479 |
|
|
2020
Q2 | $1.4M | Buy |
27,916
+1,143
| +4% | +$57.2K | 0.12% | 168 |
|
|
2020
Q1 | $955K | Sell |
26,773
-11,270
| -30% | -$402K | 0.11% | 195 |
|
|
2019
Q4 | $3.23M | Buy |
38,043
+1,101
| +3% | +$93.4K | 0.29% | 108 |
|
|
2019
Q3 | $3M | Buy |
36,942
+155
| +0.4% | +$12.6K | 0.29% | 103 |
|
|
2019
Q2 | $2.85M | Buy |
+36,787
| New | +$2.85M | 0.29% | 106 |
|
|
2015
Q1 | – | Sell |
-15,636
| Closed | -$1.02M | – | 337 |
|
|
2014
Q4 | $1.02M | Buy |
15,636
+450
| +3% | +$29.5K | 0.28% | 97 |
|
|
2014
Q3 | $978K | Buy |
+15,186
| New | +$978K | 0.3% | 92 |
|
|
2014
Q1 | – | Sell |
-12,684
| Closed | -$710K | – | 273 |
|
|
2013
Q4 | $710K | Buy |
+12,684
| New | +$710K | 0.28% | 105 |
|