WFG Advisors’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $90K | Sell |
1,441
-133
| -8% | -$8.31K | 0.02% | 547 |
|
|
2017
Q1 | $108K | Sell |
1,574
-10,004
| -86% | -$686K | 0.03% | 462 |
|
|
2016
Q4 | $835K | Buy |
11,578
+9,979
| +624% | +$720K | 0.2% | 121 |
|
|
2016
Q3 | $90K | Sell |
1,599
-207
| -11% | -$11.7K | 0.02% | 547 |
|
|
2016
Q2 | $97K | Buy |
1,806
+6
| +0.3% | +$322 | 0.03% | 504 |
|
|
2016
Q1 | $92K | Buy |
1,800
+66
| +4% | +$3.37K | 0.03% | 488 |
|
|
2015
Q4 | $93K | Sell |
1,734
-105
| -6% | -$5.63K | 0.03% | 488 |
|
|
2015
Q3 | $96K | Buy |
1,839
+96
| +6% | +$5.01K | 0.03% | 475 |
|
|
2015
Q2 | $100K | Sell |
1,743
-323
| -16% | -$18.5K | 0.03% | 528 |
|
|
2015
Q1 | $116K | Buy |
2,066
+4
| +0.2% | +$225 | 0.03% | 483 |
|
|
2014
Q4 | $135K | Sell |
2,062
-201
| -9% | -$13.2K | 0.03% | 552 |
|
|
2014
Q3 | $146K | Buy |
2,263
+83
| +4% | +$5.36K | 0.03% | 530 |
|
|
2014
Q2 | $135K | Sell |
2,180
-295
| -12% | -$18.3K | 0.03% | 554 |
|
|
2014
Q1 | $144K | Sell |
2,475
-10,911
| -82% | -$635K | 0.03% | 515 |
|
|
2013
Q4 | $749K | Buy |
13,386
+1,057
| +9% | +$59.1K | 0.11% | 219 |
|
|
2013
Q3 | $623K | Sell |
12,329
-1,660
| -12% | -$83.9K | 0.1% | 239 |
|
|
2013
Q2 | $666K | Buy |
+13,989
| New | +$666K | 0.11% | 212 |
|