Buckingham Strategic Wealth’s Deluxe DLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $298K | Buy |
13,271
+296
| +2% | +$6.65K | ﹤0.01% | 600 |
|
|
2024
Q1 | $267K | Buy |
12,975
+954
| +8% | +$19.6K | ﹤0.01% | 623 |
|
|
2023
Q4 | $258K | Buy |
+12,021
| New | +$258K | ﹤0.01% | 610 |
|
|
2023
Q3 | – | Sell |
-10,575
| Closed | -$185K | – | 691 |
|
|
2023
Q2 | $185K | Sell |
10,575
-168
| -2% | -$2.94K | ﹤0.01% | 644 |
|
|
2023
Q1 | $182K | Hold |
10,743
| – | – | ﹤0.01% | 571 |
|
|
2022
Q4 | $182K | Buy |
+10,743
| New | +$182K | ﹤0.01% | 573 |
|
|
2021
Q3 | – | Sell |
-4,396
| Closed | -$210K | – | 594 |
|
|
2021
Q2 | $210K | Sell |
4,396
-651
| -13% | -$31.1K | 0.01% | 558 |
|
|
2021
Q1 | $212K | Buy |
+5,047
| New | +$212K | 0.01% | 509 |
|