CrestPoint Capital Management’s Deluxe DLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $945K | Hold |
12,300
| – | – | 0.52% | 67 |
|
|
2017
Q3 | $897K | Sell |
12,300
-600
| -5% | -$43.8K | 0.4% | 86 |
|
|
2017
Q2 | $893K | Hold |
12,900
| – | – | 0.42% | 83 |
|
|
2017
Q1 | $931K | Hold |
12,900
| – | – | 0.44% | 76 |
|
|
2016
Q4 | $924K | Hold |
12,900
| – | – | 0.46% | 71 |
|
|
2016
Q3 | $862K | Hold |
12,900
| – | – | 0.44% | 76 |
|
|
2016
Q2 | $856K | Sell |
12,900
-200
| -2% | -$13.3K | 0.46% | 84 |
|
|
2016
Q1 | $819K | Buy |
+13,100
| New | +$819K | 0.45% | 85 |
|
|
2015
Q3 | – | Sell |
-7,700
| Closed | -$477K | – | 206 |
|
|
2015
Q2 | $477K | Hold |
7,700
| – | – | 0.25% | 138 |
|
|
2015
Q1 | $533K | Buy |
+7,700
| New | +$533K | 0.28% | 128 |
|