WealthTrust Fairport’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-222
| Closed | -$13K | – | 444 |
|
|
2018
Q4 | $13K | Hold |
222
| – | – | ﹤0.01% | 304 |
|
|
2018
Q3 | $17K | Sell |
222
-150
| -40% | -$11.5K | ﹤0.01% | 340 |
|
|
2018
Q2 | $26K | Buy |
372
+222
| +148% | +$15.5K | ﹤0.01% | 299 |
|
|
2018
Q1 | $11K | Buy |
+150
| New | +$11K | ﹤0.01% | 376 |
|
|
2014
Q1 | – | Sell |
-150
| Closed | -$8K | – | 315 |
|
|
2013
Q4 | $8K | Hold |
150
| – | – | ﹤0.01% | 222 |
|
|
2013
Q3 | $8K | Hold |
150
| – | – | ﹤0.01% | 286 |
|
|
2013
Q2 | $7K | Buy |
+150
| New | +$7K | ﹤0.01% | 275 |
|