WESPAC Advisors SoCal’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-210
| Closed | -$13K | – | 259 |
|
|
2017
Q3 | $13K | Hold |
210
| – | – | 0.01% | 187 |
|
|
2017
Q2 | $13K | Hold |
210
| – | – | 0.01% | 174 |
|
|
2017
Q1 | $14.4K | Hold |
210
| – | – | 0.01% | 170 |
|
|
2016
Q4 | $15.1K | Hold |
210
| – | – | 0.01% | 167 |
|
|
2016
Q3 | $11.9K | Hold |
210
| – | – | 0.01% | 183 |
|
|
2016
Q2 | $11.3K | Hold |
210
| – | – | 0.01% | 195 |
|
|
2016
Q1 | $10.7K | Hold |
210
| – | – | 0.01% | 202 |
|
|
2015
Q4 | $11K | Buy |
+210
| New | +$11K | 0.01% | 187 |
|