WH
DFS
Willner & Heller’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,612
| Closed | -$294K | – | 142 |
|
|
2023
Q4 | $294K | Buy |
+2,612
| New | +$294K | 0.33% | 106 |
|
|
2022
Q4 | $254K | Sell |
2,593
-53
| -2% | -$5.19K | 0.36% | 108 |
|
|
2022
Q3 | $241K | Buy |
2,646
+181
| +7% | +$16.5K | 0.39% | 99 |
|
|
2022
Q2 | $233K | Buy |
2,465
+294
| +14% | +$27.8K | 0.36% | 108 |
|
|
2022
Q1 | $251K | Buy |
2,171
+6
| +0.3% | +$694 | 0.31% | 116 |
|
|
2021
Q4 | $266K | Buy |
+2,165
| New | +$266K | 0.35% | 103 |
|