AllSquare Wealth Management’s Deluxe DLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-446
| Closed | -$30K | – | 479 |
|
|
2018
Q2 | $30K | Hold |
446
| – | – | 0.02% | 230 |
|
|
2018
Q1 | $33K | Buy |
446
+35
| +9% | +$2.59K | 0.03% | 188 |
|
|
2017
Q4 | $32K | Sell |
411
-19
| -4% | -$1.48K | 0.03% | 189 |
|
|
2017
Q3 | $31K | Buy |
+430
| New | +$31K | 0.03% | 185 |
|
|
2017
Q2 | – | Sell |
-397
| Closed | -$29K | – | 209 |
|
|
2017
Q1 | $29K | Buy |
+397
| New | +$29K | 0.03% | 180 |
|