Aull & Monroe Investment 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 |
-3,079
| Closed | -$204K | – | 134 |
|
|
2018
Q2 | $204K | Hold |
3,079
| – | – | 0.1% | 131 |
|
|
2018
Q1 | $228K | Hold |
3,079
| – | – | 0.12% | 123 |
|
|
2017
Q4 | $237K | Hold |
3,079
| – | – | 0.12% | 123 |
|
|
2017
Q3 | $225K | Hold |
3,079
| – | – | 0.12% | 124 |
|
|
2017
Q2 | $213K | Hold |
3,079
| – | – | 0.11% | 123 |
|
|
2017
Q1 | $222K | Hold |
3,079
| – | – | 0.12% | 125 |
|
|
2016
Q4 | $221K | Hold |
3,079
| – | – | 0.12% | 120 |
|
|
2016
Q3 | $206K | Hold |
3,079
| – | – | 0.12% | 124 |
|
|
2016
Q2 | $204K | Buy |
+3,079
| New | +$204K | 0.12% | 119 |
|
|
2016
Q1 | – | Sell |
-3,862
| Closed | -$210K | – | 121 |
|
|
2015
Q4 | $210K | Sell |
3,862
-150
| -4% | -$8.16K | 0.13% | 120 |
|
|
2015
Q3 | $224K | Sell |
4,012
-21
| -0.5% | -$1.17K | 0.15% | 110 |
|
|
2015
Q2 | $260K | Buy |
4,033
+687
| +21% | +$44.3K | 0.15% | 105 |
|
|
2015
Q1 | $232K | Hold |
3,346
| – | – | 0.13% | 111 |
|
|
2014
Q4 | $209K | Buy |
+3,346
| New | +$209K | 0.11% | 121 |
|
|
2014
Q3 | – | Sell |
-3,548
| Closed | -$207K | – | 114 |
|
|
2014
Q2 | $207K | Buy |
+3,548
| New | +$207K | 0.11% | 117 |
|