WMG Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,800
| Closed | -$274K | – | 126 |
|
|
2022
Q4 | $274K | Sell |
2,800
-400
| -13% | -$39.1K | 0.23% | 86 |
|
|
2022
Q3 | $290K | Hold |
3,200
| – | – | 0.26% | 82 |
|
|
2022
Q2 | $300K | Hold |
3,200
| – | – | 0.26% | 88 |
|
|
2022
Q1 | $353K | Hold |
3,200
| – | – | 0.26% | 93 |
|
|
2021
Q4 | $374K | Buy |
+3,200
| New | +$374K | 0.29% | 93 |
|