WOSD
DFS
WFA of San Diego’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $21K | Hold |
150
| – | – | 0.02% | 236 |
|
|
2024
Q2 | $19.6K | Buy |
+150
| New | +$19.6K | 0.02% | 242 |
|
|
2023
Q3 | $13K | Hold |
150
| – | – | 0.01% | 264 |
|
|
2023
Q2 | $17.5K | Buy |
+150
| New | +$17.5K | 0.02% | 243 |
|
|
2023
Q1 | – | Sell |
-150
| Closed | -$14.7K | – | 141 |
|
|
2022
Q4 | $14.7K | Buy |
+150
| New | +$14.7K | 0.01% | 324 |
|
|
2022
Q3 | – | Sell |
-150
| Closed | -$14K | – | 153 |
|
|
2022
Q2 | $14K | Buy |
+150
| New | +$14K | 0.01% | 249 |
|