Yellowstone Partners’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-6,747
| Closed | -$380K | – | 220 |
|
|
2015
Q1 | $380K | Buy |
6,747
+600
| +10% | +$33.8K | 0.19% | 101 |
|
|
2014
Q4 | $403K | Sell |
6,147
-330
| -5% | -$21.6K | 0.22% | 95 |
|
|
2014
Q3 | $417K | Sell |
6,477
-1,215
| -16% | -$78.2K | 0.24% | 87 |
|
|
2014
Q2 | $477K | Buy |
7,692
+137
| +2% | +$8.5K | 0.28% | 68 |
|
|
2014
Q1 | $440K | Buy |
+7,555
| New | +$440K | 0.28% | 78 |
|