Bowling Portfolio Management’s Deluxe DLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-2,761
| Closed | -$212K | – | 363 |
|
|
2017
Q4 | $212K | Buy |
+2,761
| New | +$212K | 0.03% | 344 |
|
|
2017
Q3 | – | Sell |
-3,172
| Closed | -$220K | – | 378 |
|
|
2017
Q2 | $220K | Buy |
+3,172
| New | +$220K | 0.03% | 347 |
|
|
2016
Q4 | – | Sell |
-4,095
| Closed | -$274K | – | 307 |
|
|
2016
Q3 | $274K | Buy |
+4,095
| New | +$274K | 0.04% | 268 |
|