HCR WEALTH ADVISORS – Discover Financial Services Transaction History
HCR WEALTH ADVISORS portfolio value:
$293,000
portfolio value
HCR WEALTH ADVISORS 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 | 0.00% | 0 shares | -12K | $90.92 | 3.22K | |
| Q2 2022 | share | 0.00% | 0 shares | -50K | $94.58 | 3.22K | |
| Q1 2022 | share | 0.00% | 0 shares | -17K | $110.19 | 3.22K | |
| Q4 2021 | share | 0.00% | 0 shares | -24K | $115.83 | 3.22K | |
| Q3 2021 | share | 0.00% | 0 shares | 15K | $122.34 | 3.22K | |
| Q2 2021 | share | 0.00% | 0 shares | 75K | $117.34 | 3.22K | |
| Q1 2021 | share | Increase | +0.22% | 7 shares | 15K | $93.87 | 3.22K |
| Q4 2020 | share | Increase | 0.00% | 3.21K shares | 291K | $89.03 | 3.21K |
| Q4 2019 | share | Decrease | -100.00% | -3.16K shares | -257K | $80.88 | 0 |
| Q3 2019 | share | Decrease | -1.56% | -50 shares | 8K | $76.92 | 3.16K |
| Q2 2019 | share | 0.00% | 0 shares | 20K | $73.19 | 3.21K | |
| Q1 2019 | share | Increase | 0.00% | 3.21K shares | 229K | $66.78 | 3.21K |
| Q1 2017 | share | Decrease | -100.00% | -3.30K shares | -238K | $61.57 | 0 |
| Q4 2016 | share | Increase | 0.00% | 3.30K shares | 238K | $64.62 | 3.30K |