BWM
Biltmore Wealth Management’s Deluxe DLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-5,156
| Closed | -$322K | – | 29 |
|
|
2016
Q1 | $322K | Sell |
5,156
-139
| -3% | -$8.68K | 0.27% | 27 |
|
|
2015
Q4 | $289K | Sell |
5,295
-189
| -3% | -$10.3K | 0.26% | 30 |
|
|
2015
Q3 | $306K | Buy |
5,484
+3
| +0.1% | +$167 | 0.27% | 32 |
|
|
2015
Q2 | $340K | Sell |
5,481
-91
| -2% | -$5.65K | 0.28% | 33 |
|
|
2015
Q1 | $386K | Sell |
5,572
-14
| -0.3% | -$970 | 0.33% | 33 |
|
|
2014
Q4 | $348K | Buy |
+5,586
| New | +$348K | 0.3% | 31 |
|