Westside Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-38
| Closed | -$2.92K | – | 725 |
|
|
2018
Q3 | $2.92K | Hold |
38
| – | – | ﹤0.01% | 654 |
|
|
2018
Q2 | $2.7K | Hold |
38
| – | – | ﹤0.01% | 749 |
|
|
2018
Q1 | $2.64K | Hold |
38
| – | – | ﹤0.01% | 739 |
|
|
2017
Q4 | $2.95K | Hold |
38
| – | – | ﹤0.01% | 748 |
|
|
2017
Q3 | $2.48K | Sell |
38
-38
| -50% | -$2.48K | ﹤0.01% | 739 |
|
|
2017
Q2 | $4.64K | Hold |
76
| – | – | ﹤0.01% | 676 |
|
|
2017
Q1 | $5.03K | Hold |
76
| – | – | ﹤0.01% | 627 |
|
|
2016
Q4 | $5.45K | Buy |
+76
| New | +$5.45K | ﹤0.01% | 499 |
|