WAOTB
DFS

Wealth Advisors of Tampa Bay’s Discover Financial Services DFS Stock Holding History

Wealth Advisors of Tampa Bay’s Portfolio DFS Stock Details DFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
2018
Q4 		$1.32M Sell
2018
Q3 		$1.71M Buy
2018
Q2 		$1.59M Buy
2018
Q1 		$1.59M Sell
2017
Q4 		$1.73M Buy