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Congress Wealth Management’s Deluxe DLX Stock Holding History

Congress Wealth Management’s Portfolio DLX Stock Details DLX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$201K Buy
+12,660
New +$201K ﹤0.01% 1144
2024
Q4 		– Sell
-15,205
Closed -$296K – 882
2024
Q3 		$296K Hold
15,205
– – ﹤0.01% 731
2024
Q2 		$342K Buy
+15,205
New +$342K 0.01% 585