WA
DFS
Wealth Alliance’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,917
| Closed | -$579K | – | 512 |
|
|
2022
Q4 | $579K | Buy |
5,917
+907
| +18% | +$88.7K | 0.1% | 215 |
|
|
2022
Q3 | $456K | Buy |
5,010
+87
| +2% | +$7.92K | 0.09% | 231 |
|
|
2022
Q2 | $465K | Buy |
4,923
+1,116
| +29% | +$105K | 0.09% | 225 |
|
|
2022
Q1 | $419K | Buy |
3,807
+225
| +6% | +$24.8K | 0.09% | 255 |
|
|
2021
Q4 | $414K | Sell |
3,582
-59
| -2% | -$6.82K | 0.08% | 265 |
|
|
2021
Q3 | $448K | Sell |
3,641
-223
| -6% | -$27.4K | 0.1% | 228 |
|
|
2021
Q2 | $457K | Sell |
3,864
-335
| -8% | -$39.6K | 0.11% | 216 |
|
|
2021
Q1 | $399K | Sell |
4,199
-210
| -5% | -$20K | 0.11% | 218 |
|
|
2020
Q4 | $399K | Buy |
+4,409
| New | +$399K | 0.12% | 213 |
|