Berman Capital Advisors’s Deluxe DLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 1844 |
|
|
2021
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 1721 |
|
|
2021
Q1 | $1K | Hold |
30
| – | – | ﹤0.01% | 1625 |
|
|
2020
Q4 | $0 | Hold |
30
| – | – | ﹤0.01% | 1704 |
|
|
2020
Q3 | $0 | Hold |
30
| – | – | ﹤0.01% | 1631 |
|
|
2020
Q2 | $0 | Buy |
+30
| New | – | ﹤0.01% | 1653 |
|
|
2020
Q1 | – | Sell |
-49
| Closed | -$2K | – | 1514 |
|
|
2019
Q4 | $2K | Hold |
49
| – | – | ﹤0.01% | 1189 |
|
|
2019
Q3 | $2K | Buy |
49
+1
| +2% | +$41 | ﹤0.01% | 1168 |
|
|
2019
Q2 | $1K | Hold |
48
| – | – | ﹤0.01% | 1314 |
|
|
2019
Q1 | $2K | Buy |
+48
| New | +$2K | ﹤0.01% | 1075 |
|