Wealthcare Capital Management’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 |
-62
| Closed | -$6K | – | 219 |
|
|
2021
Q1 | $6K | Buy |
+62
| New | +$6K | ﹤0.01% | 340 |
|
|
2020
Q1 | – | Sell |
-28
| Closed | -$2K | – | 350 |
|
|
2019
Q4 | $2K | Buy |
+28
| New | +$2K | ﹤0.01% | 430 |
|
|
2019
Q2 | – | Sell |
-815
| Closed | -$58K | – | 183 |
|
|
2019
Q1 | $58K | Hold |
815
| – | – | 0.01% | 91 |
|
|
2018
Q4 | $48K | Hold |
815
| – | – | 0.01% | 94 |
|
|
2018
Q3 | $62K | Sell |
815
-102
| -11% | -$7.76K | 0.01% | 81 |
|
|
2018
Q2 | $65K | Hold |
917
| – | – | 0.01% | 77 |
|
|
2018
Q1 | $66K | Hold |
917
| – | – | 0.01% | 75 |
|
|
2017
Q4 | $71K | Hold |
917
| – | – | 0.01% | 75 |
|
|
2017
Q3 | $59K | Hold |
917
| – | – | 0.01% | 76 |
|
|
2017
Q2 | $57K | Hold |
917
| – | – | 0.01% | 77 |
|
|
2017
Q1 | $63K | Hold |
917
| – | – | 0.01% | 75 |
|
|
2016
Q4 | $66K | Hold |
917
| – | – | 0.01% | 68 |
|
|
2016
Q3 | $52K | Hold |
917
| – | – | 0.01% | 72 |
|
|
2016
Q2 | $49K | Hold |
917
| – | – | 0.01% | 71 |
|
|
2016
Q1 | $47K | Hold |
917
| – | – | 0.01% | 81 |
|
|
2015
Q4 | $49K | Hold |
917
| – | – | 0.01% | 86 |
|
|
2015
Q3 | $48K | Sell |
917
-78
| -8% | -$4.08K | 0.01% | 93 |
|
|
2015
Q2 | $57K | Sell |
995
-40
| -4% | -$2.29K | 0.01% | 96 |
|
|
2015
Q1 | $58K | Buy |
+1,035
| New | +$58K | 0.01% | 217 |
|