Wealthspire Advisors (Maryland)’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,618
| Closed | -$222K | – | 447 |
|
|
2019
Q4 | $222K | Buy |
2,618
+99
| +4% | +$8.4K | 0.01% | 447 |
|
|
2019
Q3 | $204K | Sell |
2,519
-75
| -3% | -$6.07K | 0.01% | 437 |
|
|
2019
Q2 | $201K | Sell |
2,594
-621
| -19% | -$48.1K | 0.02% | 441 |
|
|
2019
Q1 | $229K | Buy |
3,215
+236
| +8% | +$16.8K | 0.02% | 410 |
|
|
2018
Q4 | $176K | Buy |
2,979
+624
| +26% | +$36.9K | 0.02% | 431 |
|
|
2018
Q3 | $180K | Buy |
2,355
+163
| +7% | +$12.5K | 0.01% | 489 |
|
|
2018
Q2 | $154K | Sell |
2,192
-28
| -1% | -$1.97K | 0.01% | 543 |
|
|
2018
Q1 | $160K | Sell |
2,220
-307
| -12% | -$22.1K | 0.02% | 539 |
|
|
2017
Q4 | $194K | Buy |
2,527
+410
| +19% | +$31.5K | 0.02% | 500 |
|
|
2017
Q3 | $136K | Sell |
2,117
-816
| -28% | -$52.4K | 0.01% | 600 |
|
|
2017
Q2 | $182K | Sell |
2,933
-1,126
| -28% | -$69.9K | 0.02% | 483 |
|
|
2017
Q1 | $278K | Buy |
4,059
+1,089
| +37% | +$74.6K | 0.04% | 301 |
|
|
2016
Q4 | $214K | Sell |
2,970
-1,196
| -29% | -$86.2K | 0.03% | 351 |
|
|
2016
Q3 | $236K | Buy |
4,166
+1,005
| +32% | +$56.9K | 0.04% | 331 |
|
|
2016
Q2 | $169K | Sell |
3,161
-405
| -11% | -$21.7K | 0.03% | 407 |
|
|
2016
Q1 | $182K | Sell |
3,566
-692
| -16% | -$35.3K | 0.03% | 385 |
|
|
2015
Q4 | $228K | Buy |
+4,258
| New | +$228K | 0.04% | 334 |
|