CFA
Camarda Financial Advisors’s Deluxe DLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-15,612
| Closed | -$1.03M | – | 224 |
|
|
2018
Q2 | $1.03M | Sell |
15,612
-1,599
| -9% | -$106K | 1.09% | 19 |
|
|
2018
Q1 | $1.27M | Sell |
17,211
-2,830
| -14% | -$209K | 1.32% | 19 |
|
|
2017
Q4 | $1.54M | Sell |
20,041
-1,908
| -9% | -$147K | 1.84% | 13 |
|
|
2017
Q3 | $1.6M | Sell |
21,949
-985
| -4% | -$71.8K | 1.72% | 13 |
|
|
2017
Q2 | $1.59M | Buy |
22,934
+202
| +0.9% | +$14K | 1.7% | 18 |
|
|
2017
Q1 | $1.64M | Buy |
22,732
+1,905
| +9% | +$138K | 1.6% | 19 |
|
|
2016
Q4 | $1.49M | Sell |
20,827
-1,042
| -5% | -$74.6K | 1.01% | 34 |
|
|
2016
Q3 | $1.46M | Buy |
21,869
+1,006
| +5% | +$67.2K | 0.89% | 41 |
|
|
2016
Q2 | $1.39M | Buy |
20,863
+1,460
| +8% | +$96.9K | 0.88% | 43 |
|
|
2016
Q1 | $1.21M | Sell |
19,403
-2,745
| -12% | -$171K | 0.76% | 54 |
|
|
2015
Q4 | $1.21M | Buy |
22,148
+2,608
| +13% | +$142K | 0.74% | 50 |
|
|
2015
Q3 | $1.09M | Buy |
19,540
+1,321
| +7% | +$73.6K | 0.68% | 52 |
|
|
2015
Q2 | $1.13M | Buy |
18,219
+3,781
| +26% | +$235K | 0.63% | 56 |
|
|
2015
Q1 | $1M | Buy |
14,438
+225
| +2% | +$15.6K | 0.56% | 52 |
|
|
2014
Q4 | $885K | Buy |
14,213
+5,549
| +64% | +$346K | 0.56% | 51 |
|
|
2014
Q3 | $478K | Sell |
8,664
-102
| -1% | -$5.63K | 0.33% | 50 |
|
|
2014
Q2 | $514K | Sell |
8,766
-2,533
| -22% | -$149K | 0.35% | 50 |
|
|
2014
Q1 | $593K | Sell |
11,299
-1,748
| -13% | -$91.7K | 0.45% | 48 |
|
|
2013
Q4 | $681K | Buy |
13,047
+563
| +5% | +$29.4K | 0.56% | 46 |
|
|
2013
Q3 | $520K | Buy |
12,484
+3,214
| +35% | +$134K | 0.68% | 31 |
|
|
2013
Q2 | $321K | Buy |
+9,270
| New | +$321K | 0.29% | 58 |
|