Avior Wealth Management’s Deluxe DLX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-37
| Closed | -$835 | – | 1155 |
|
2024
Q4 | $835 | Hold |
37
| – | – | ﹤0.01% | 2218 |
|
2024
Q3 | $721 | Hold |
37
| – | – | ﹤0.01% | 2123 |
|
2024
Q2 | $831 | Sell |
37
-8
| -18% | -$180 | ﹤0.01% | 2047 |
|
2024
Q1 | $926 | Buy |
45
+8
| +22% | +$165 | ﹤0.01% | 2415 |
|
2023
Q4 | $793 | Hold |
37
| – | – | ﹤0.01% | 1392 |
|
2023
Q3 | $698 | Hold |
37
| – | – | ﹤0.01% | 1468 |
|
2023
Q2 | $646 | Hold |
37
| – | – | ﹤0.01% | 1442 |
|
2023
Q1 | $592 | Hold |
37
| – | – | ﹤0.01% | 1507 |
|
2022
Q4 | $628 | Hold |
37
| – | – | ﹤0.01% | 1161 |
|
2022
Q3 | $0 | Hold |
37
| – | – | ﹤0.01% | 1184 |
|
2022
Q2 | $0 | Hold |
37
| – | – | ﹤0.01% | 1103 |
|
2022
Q1 | $1K | Hold |
37
| – | – | ﹤0.01% | 1023 |
|
2021
Q4 | $1K | Sell |
37
-37
| -50% | -$1K | ﹤0.01% | 1015 |
|
2021
Q3 | $2K | Buy |
+74
| New | +$2K | ﹤0.01% | 932 |
|