YWP
DFS
YorkBridge Wealth Partners’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-67
| Closed | -$5K | – | 847 |
|
|
2017
Q4 | $5K | Hold |
67
| – | – | ﹤0.01% | 700 |
|
|
2017
Q3 | $4K | Hold |
67
| – | – | ﹤0.01% | 723 |
|
|
2017
Q2 | $4K | Hold |
67
| – | – | ﹤0.01% | 721 |
|
|
2017
Q1 | $4K | Sell |
67
-600
| -90% | -$35.8K | ﹤0.01% | 705 |
|
|
2016
Q4 | $46K | Buy |
+667
| New | +$46K | 0.03% | 363 |
|