WealthSource Partners’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $322K | Buy |
2,861
+2
| +0.1% | +$225 | 0.02% | 402 |
|
|
2023
Q3 | $248K | Sell |
2,859
-50
| -2% | -$4.33K | 0.02% | 434 |
|
|
2023
Q2 | $340K | Sell |
2,909
-1,878
| -39% | -$219K | 0.02% | 385 |
|
|
2023
Q1 | $473K | Buy |
4,787
+23
| +0.5% | +$2.27K | 0.03% | 312 |
|
|
2022
Q4 | $466K | Sell |
4,764
-1,521
| -24% | -$149K | 0.03% | 315 |
|
|
2022
Q3 | $571K | Buy |
6,285
+2,044
| +48% | +$186K | 0.04% | 278 |
|
|
2022
Q2 | $401K | Buy |
4,241
+274
| +7% | +$25.9K | 0.03% | 341 |
|
|
2022
Q1 | $437K | Buy |
3,967
+186
| +5% | +$20.5K | 0.03% | 371 |
|
|
2021
Q4 | $437K | Sell |
3,781
-1,023
| -21% | -$118K | 0.03% | 332 |
|
|
2021
Q3 | $590K | Buy |
4,804
+868
| +22% | +$107K | 0.05% | 256 |
|
|
2021
Q2 | $466K | Buy |
3,936
+748
| +23% | +$88.6K | 0.04% | 285 |
|
|
2021
Q1 | $303K | Buy |
3,188
+253
| +9% | +$24K | 0.03% | 337 |
|
|
2020
Q4 | $266K | Buy |
+2,935
| New | +$266K | 0.03% | 310 |
|