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WCM
DFS
Wealthcare Capital Management’s
Discover Financial Services
DFS
Stock Holding History
Wealthcare Capital Management’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
2021
Q2
–
Sell
-62
Closed
-$6K
–
219
2021
Q1
$6K
Buy
+62
New
+$5.85K
﹤0.01%
340
2020
Q1
–
Sell
-28
Closed
-$2K
–
350
2019
Q4
$2K
Buy
+28
New
+$2.31K
﹤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%
-$7.68K
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%
-$4.28K
0.01%
93
2015
Q2
$57K
Sell
995
-40
-4%
-$2.35K
0.01%
96
2015
Q1
$58K
Buy
+1,035
New
+$61.3K
0.01%
217
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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