WWP
DFS

WR Wealth Planners’s Discover Financial Services DFS Stock Holding History

WR Wealth Planners’s Portfolio DFS Stock Details DFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		$2.95K Hold
17
– – ﹤0.01% 788
2024
Q3 		$2.39K Sell
17
-63
-79% -$8.84K ﹤0.01% 870
2024
Q2 		$10.5K Buy
80
+41
+105% +$5.36K ﹤0.01% 583
2024
Q1 		$5.11K Buy
+39
New +$5.11K ﹤0.01% 713