WAOTB
DFS
Wealth Advisors of Tampa Bay’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-22,381
| Closed | -$1.32M | – | 70 |
|
|
2018
Q4 | $1.32M | Sell |
22,381
-35
| -0.2% | -$2.07K | 1.07% | 35 |
|
|
2018
Q3 | $1.71M | Buy |
22,416
+130
| +0.6% | +$9.93K | 1.2% | 37 |
|
|
2018
Q2 | $1.59M | Buy |
22,286
+120
| +0.5% | +$8.55K | 1.21% | 33 |
|
|
2018
Q1 | $1.59M | Sell |
22,166
-155
| -0.7% | -$11.1K | 1.15% | 37 |
|
|
2017
Q4 | $1.73M | Buy |
+22,321
| New | +$1.73M | 1.19% | 36 |
|