WWM
DFS
Willingdon Wealth Management’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-29
| Closed | -$2K | – | 408 |
|
|
2019
Q3 | $2K | Buy |
+29
| New | +$2K | ﹤0.01% | 340 |
|
|
2018
Q4 | – | Sell |
-93
| Closed | -$7K | – | 353 |
|
|
2018
Q3 | $7K | Buy |
+93
| New | +$7K | ﹤0.01% | 309 |
|
|
2018
Q1 | – | Sell |
-200
| Closed | -$15K | – | 348 |
|
|
2017
Q4 | $15K | Buy |
+200
| New | +$15K | ﹤0.01% | 213 |
|