BFA
Bragg Financial Advisors’s Deluxe DLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-25,444
| Closed | -$1.27M | – | 257 |
|
|
2019
Q4 | $1.27M | Buy |
25,444
+330
| +1% | +$16.5K | 0.14% | 154 |
|
|
2019
Q3 | $1.24M | Buy |
25,114
+11,385
| +83% | +$560K | 0.15% | 152 |
|
|
2019
Q2 | $558K | Buy |
13,729
+8,729
| +175% | +$355K | 0.07% | 187 |
|
|
2019
Q1 | $219K | Buy |
+5,000
| New | +$219K | 0.03% | 257 |
|