Wealthcare Advisory Partners’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-353
| Closed | -$34K | – | 846 |
|
|
2021
Q1 | $34K | Buy |
+353
| New | +$34K | ﹤0.01% | 1012 |
|
|
2020
Q2 | – | Sell |
-662
| Closed | -$24K | – | 544 |
|
|
2020
Q1 | $24K | Buy |
662
+370
| +127% | +$13.4K | ﹤0.01% | 685 |
|
|
2019
Q4 | $25K | Buy |
292
+17
| +6% | +$1.46K | ﹤0.01% | 699 |
|
|
2019
Q3 | $22K | Buy |
275
+1
| +0.4% | +$80 | ﹤0.01% | 719 |
|
|
2019
Q2 | $21K | Buy |
274
+1
| +0.4% | +$77 | ﹤0.01% | 710 |
|
|
2019
Q1 | $19K | Buy |
273
+1
| +0.4% | +$70 | ﹤0.01% | 667 |
|
|
2018
Q4 | $16K | Buy |
272
+1
| +0.4% | +$59 | ﹤0.01% | 678 |
|
|
2018
Q3 | $21K | Buy |
271
+1
| +0.4% | +$77 | ﹤0.01% | 659 |
|
|
2018
Q2 | $19K | Buy |
270
+1
| +0.4% | +$70 | ﹤0.01% | 683 |
|
|
2018
Q1 | $19K | Buy |
269
+48
| +22% | +$3.39K | ﹤0.01% | 586 |
|
|
2017
Q4 | $17K | Buy |
221
+31
| +16% | +$2.39K | ﹤0.01% | 568 |
|
|
2017
Q3 | $12K | Buy |
+190
| New | +$12K | ﹤0.01% | 509 |
|