W
DFS
Wealthfront’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $1.04M | Buy |
13,540
+5,804
| +75% | +$444K | 0.01% | 250 |
|
|
2018
Q2 | $545K | Sell |
7,736
-153
| -2% | -$10.8K | 0.01% | 356 |
|
|
2018
Q1 | $567K | Buy |
7,889
+150
| +2% | +$10.8K | 0.01% | 362 |
|
|
2017
Q4 | $595K | Buy |
7,739
+301
| +4% | +$23.1K | 0.01% | 325 |
|
|
2017
Q3 | $480K | Sell |
7,438
-2,153
| -22% | -$139K | 0.01% | 335 |
|
|
2017
Q2 | $596K | Buy |
9,591
+1,576
| +20% | +$97.9K | 0.01% | 235 |
|
|
2017
Q1 | $548K | Buy |
8,015
+363
| +5% | +$24.8K | 0.01% | 211 |
|
|
2016
Q4 | $552K | Buy |
7,652
+345
| +5% | +$24.9K | 0.01% | 182 |
|
|
2016
Q3 | $413K | Buy |
7,307
+845
| +13% | +$47.8K | 0.01% | 218 |
|
|
2016
Q2 | $346K | Buy |
6,462
+1,913
| +42% | +$102K | 0.01% | 235 |
|
|
2016
Q1 | $232K | Buy |
+4,549
| New | +$232K | 0.01% | 289 |
|
|
2015
Q4 | – | Sell |
-2,971
| Closed | -$154K | – | 458 |
|
|
2015
Q3 | $154K | Sell |
2,971
-1,299
| -30% | -$67.3K | 0.01% | 329 |
|
|
2015
Q2 | $246K | Buy |
4,270
+650
| +18% | +$37.4K | 0.01% | 221 |
|
|
2015
Q1 | $204K | Sell |
3,620
-3,827
| -51% | -$216K | 0.01% | 241 |
|
|
2014
Q4 | $488K | Buy |
7,447
+2,249
| +43% | +$147K | 0.03% | 73 |
|
|
2014
Q3 | $335K | Buy |
5,198
+659
| +15% | +$42.5K | 0.02% | 85 |
|
|
2014
Q2 | $287K | Buy |
4,539
+1,341
| +42% | +$84.8K | 0.02% | 70 |
|
|
2014
Q1 | $189K | Buy |
+3,198
| New | +$189K | 0.02% | 58 |
|