TRANSFORM WEALTH, LLC – Discover Financial Services Transaction History
TRANSFORM WEALTH, LLC portfolio value:
$267,000
portfolio value
TRANSFORM WEALTH, LLC quarter portfolio value change:
-3.87%
quarter
Discover Financial Services 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -10.76% | -354 shares | -44K | $90.92 | 2.93K |
| Q2 2022 | share | Decrease | -4.25% | -146 shares | -68K | $94.58 | 3.29K |
| Q1 2022 | share | Decrease | -5.78% | -211 shares | -43K | $110.19 | 3.43K |
| Q4 2021 | share | Decrease | -11.95% | -495 shares | -87K | $115.83 | 3.64K |
| Q3 2021 | share | Decrease | -15.72% | -773 shares | -73K | $122.34 | 4.14K |
| Q2 2021 | share | Increase | +0.49% | 24 shares | 117K | $117.34 | 4.91K |
| Q1 2021 | share | Increase | +0.87% | 42 shares | 26K | $93.87 | 4.89K |
| Q4 2020 | share | Decrease | -2.34% | -116 shares | 152K | $89.03 | 4.85K |
| Q3 2020 | share | Decrease | -0.58% | -29 shares | 37K | $56.5 | 4.96K |
| Q2 2020 | share | Increase | 0.00% | 4.99K shares | 250K | $48.56 | 4.99K |
| Q1 2020 | share | Decrease | -100.00% | -6.64K shares | -564K | $34.21 | 0 |
| Q4 2019 | share | Increase | 0.00% | 6.64K shares | 564K | $80.88 | 6.64K |
| Q3 2019 | share | Decrease | -49.30% | -3.70K shares | -275K | $76.92 | 3.81K |
| Q2 2019 | share | Increase | 0.00% | 7.52K shares | 584K | $73.19 | 7.52K |