Weatherstone Capital Management’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 | $246K | Buy |
+3,455
| New | +$246K | 0.26% | 70 |
|
|
2018
Q4 | – | Sell |
-3,300
| Closed | -$252K | – | 169 |
|
|
2018
Q3 | $252K | Buy |
3,300
+205
| +7% | +$15.7K | 0.19% | 78 |
|
|
2018
Q2 | $218K | Sell |
3,095
-160
| -5% | -$11.3K | 0.17% | 68 |
|
|
2018
Q1 | $234K | Buy |
3,255
+272
| +9% | +$19.6K | 0.18% | 75 |
|
|
2017
Q4 | $229K | Buy |
+2,983
| New | +$229K | 0.15% | 90 |
|