Wolf Group Capital Advisors’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
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|
2017
Q4 | $276K | Hold |
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|
2017
Q3 | $234K | Sell |
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|
2017
Q2 | $265K | Sell |
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|
2017
Q1 | $374K | Hold |
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|
2016
Q4 | $394K | Hold |
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|
2016
Q3 | $309K | Hold |
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|
2016
Q2 | $293K | Hold |
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|
2016
Q1 | $278K | Hold |
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|
2015
Q4 | $293K | Hold |
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|
2015
Q3 | $284K | Sell |
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|
2015
Q2 | $337K | Sell |
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|
2015
Q1 | $397K | Sell |
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|
2014
Q4 | $502K | Hold |
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|
2014
Q3 | $493K | Sell |
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|
2014
Q2 | $1.3M | Sell |
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|
2014
Q1 | $1.8M | Sell |
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|
2013
Q4 | $2.04M | Buy |
|