Winslow Evans & Crocker’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $58K | Buy |
638
+475
| +291% | +$43.2K | 0.01% | 563 |
|
|
2020
Q3 | $9K | Sell |
163
-50
| -23% | -$2.76K | ﹤0.01% | 770 |
|
|
2020
Q2 | $11K | Sell |
213
-1
| -0.5% | -$52 | ﹤0.01% | 720 |
|
|
2020
Q1 | $8K | Hold |
214
| – | – | ﹤0.01% | 739 |
|
|
2019
Q4 | $20K | Hold |
214
| – | – | 0.01% | 659 |
|
|
2019
Q3 | $20K | Hold |
214
| – | – | 0.01% | 643 |
|
|
2019
Q2 | $18K | Sell |
214
-50
| -19% | -$4.21K | 0.01% | 683 |
|
|
2019
Q1 | $20K | Hold |
264
| – | – | 0.01% | 657 |
|
|
2018
Q4 | $16K | Hold |
264
| – | – | 0.01% | 660 |
|
|
2018
Q3 | $22K | Hold |
264
| – | – | 0.01% | 637 |
|
|
2018
Q2 | $20K | Hold |
264
| – | – | 0.01% | 666 |
|
|
2018
Q1 | $18.9K | Hold |
264
| – | – | 0.01% | 660 |
|
|
2017
Q4 | $20.2K | Sell |
264
-144
| -35% | -$11K | 0.01% | 654 |
|
|
2017
Q3 | $26.3K | Sell |
408
-250
| -38% | -$16.1K | 0.01% | 599 |
|
|
2017
Q2 | $40.9K | Hold |
658
| – | – | 0.01% | 600 |
|
|
2017
Q1 | $45K | Hold |
658
| – | – | 0.01% | 557 |
|
|
2016
Q4 | $47.4K | Hold |
658
| – | – | 0.01% | 548 |
|
|
2016
Q3 | $37.2K | Hold |
658
| – | – | 0.01% | 605 |
|
|
2016
Q2 | $35.3K | Sell |
658
-390
| -37% | -$20.9K | 0.01% | 592 |
|
|
2016
Q1 | $53.4K | Buy |
1,048
+100
| +11% | +$5.09K | 0.02% | 483 |
|
|
2015
Q4 | $50.8K | Buy |
948
+250
| +36% | +$13.4K | 0.01% | 529 |
|
|
2015
Q3 | $36.3K | Hold |
698
| – | – | 0.01% | 565 |
|
|
2015
Q2 | $40.2K | Hold |
698
| – | – | 0.01% | 595 |
|
|
2015
Q1 | $39.3K | Hold |
698
| – | – | 0.01% | 591 |
|
|
2014
Q4 | $45.7K | Buy |
698
+162
| +30% | +$10.6K | 0.01% | 557 |
|
|
2014
Q3 | $34.5K | Sell |
536
-162
| -23% | -$10.4K | 0.01% | 636 |
|
|
2014
Q2 | $43.3K | Buy |
698
+163
| +30% | +$10.1K | 0.01% | 521 |
|
|
2014
Q1 | $31.1K | Hold |
535
| – | – | 0.01% | 580 |
|
|
2013
Q4 | $30K | Buy |
+535
| New | +$30K | 0.01% | 604 |
|