BELL & BROWN WEALTH ADVISORS, LLC – Discover Financial Services Transaction History
BELL & BROWN WEALTH ADVISORS, LLC portfolio value:
$1.77M
portfolio value
BELL & BROWN WEALTH ADVISORS, 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 | Increase | +0.05% | 9 shares | -71K | $90.92 | 19.48K |
| Q2 2022 | share | Decrease | -1.29% | -254 shares | -332K | $94.58 | 19.47K |
| Q1 2022 | share | Decrease | -2.64% | -535 shares | -365K | $110.19 | 19.72K |
| Q4 2021 | share | Increase | +0.07% | 15 shares | 51K | $115.83 | 20.26K |
| Q3 2021 | share | Decrease | -11.94% | -2.74K shares | 1.07M | $122.34 | 20.24K |
| Q3 2020 | share | Increase | +0.41% | 95 shares | 270K | $56.5 | 22.99K |
| Q2 2020 | share | Increase | +9.96% | 2.07K shares | 296K | $48.56 | 22.9K |
| Q1 2020 | share | Increase | +14.77% | 2.68K shares | -666K | $34.21 | 20.82K |
| Q4 2019 | share | Decrease | -1.36% | -250 shares | 54K | $80.88 | 18.14K |
| Q3 2019 | share | Decrease | -1.60% | -300 shares | 7K | $76.92 | 18.39K |
| Q2 2019 | share | Increase | +0.81% | 150 shares | 131K | $73.19 | 18.69K |
| Q1 2019 | share | Decrease | -1.57% | -295 shares | 209K | $66.78 | 18.54K |
| Q4 2018 | share | Increase | +0.11% | 20 shares | -200K | $55.04 | 18.84K |
| Q3 2018 | share | Decrease | -0.82% | -155 shares | -25K | $70.93 | 18.82K |
| Q2 2018 | share | Increase | +1.07% | 200 shares | 6K | $65 | 18.97K |
| Q1 2018 | share | Decrease | -1.83% | -350 shares | -141K | $66.1 | 18.77K |
| Q4 2017 | share | Increase | 0.00% | 19.12K shares | 1.47M | $70.37 | 19.12K |