WIA
DFS

Wetzel Investment Advisors’s Discover Financial Services DFS Stock Holding History

Wetzel Investment Advisors’s Portfolio DFS Stock Details DFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-10
Closed -$1.31K – 299
2024
Q2 		$1.31K Sell
10
-55
-85% -$7.21K ﹤0.01% 780
2024
Q1 		$8.08K Sell
65
-82
-56% -$10.2K ﹤0.01% 578
2023
Q4 		$17K Buy
+147
New +$17K 0.01% 406