WealthPLAN 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-109
| Closed | -$12.7K | – | 488 |
|
|
2023
Q2 | $12.7K | Hold |
109
| – | – | ﹤0.01% | 752 |
|
|
2023
Q1 | $10.8K | Buy |
+109
| New | +$10.8K | ﹤0.01% | 846 |
|
|
2016
Q3 | $207K | Buy |
3,668
+2,843
| +345% | +$161K | 0.07% | 143 |
|
|
2016
Q2 | $16.1K | Buy |
+825
| New | +$16.1K | ﹤0.01% | 1519 |
|
|
2015
Q4 | $10.7K | Buy |
+200
| New | +$10.7K | ﹤0.01% | 1123 |
|