WealthSource Partners’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $322K | Buy |
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|
2023
Q3 | $248K | Sell |
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|
2023
Q2 | $340K | Sell |
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|
2023
Q1 | $473K | Buy |
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|
2022
Q4 | $466K | Sell |
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|
2022
Q3 | $571K | Buy |
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|
2022
Q2 | $401K | Buy |
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|
2022
Q1 | $437K | Buy |
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|
2021
Q4 | $437K | Sell |
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|
2021
Q3 | $590K | Buy |
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|
2021
Q2 | $466K | Buy |
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|
2021
Q1 | $303K | Buy |
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|
2020
Q4 | $266K | Buy |
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