Disciplined Growth Investors’s Deluxe DLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-85,200
| Closed | -$1.42M | – | 70 |
|
|
2022
Q3 | $1.42M | Sell |
85,200
-761,901
| -90% | -$12.7M | 0.04% | 65 |
|
|
2022
Q2 | $18.4M | Buy |
847,101
+6,666
| +0.8% | +$144K | 0.49% | 44 |
|
|
2022
Q1 | $25.4M | Buy |
840,435
+12,944
| +2% | +$391K | 0.55% | 45 |
|
|
2021
Q4 | $26.6M | Sell |
827,491
-13,488
| -2% | -$433K | 0.53% | 45 |
|
|
2021
Q3 | $30.2M | Sell |
840,979
-11,251
| -1% | -$404K | 0.6% | 45 |
|
|
2021
Q2 | $40.7M | Buy |
852,230
+29,915
| +4% | +$1.43M | 0.78% | 44 |
|
|
2021
Q1 | $34.5M | Sell |
822,315
-121,060
| -13% | -$5.08M | 0.7% | 44 |
|
|
2020
Q4 | $27.5M | Sell |
943,375
-36,872
| -4% | -$1.08M | 0.53% | 48 |
|
|
2020
Q3 | $25.2M | Sell |
980,247
-21,705
| -2% | -$558K | 0.59% | 45 |
|
|
2020
Q2 | $23.6M | Sell |
1,001,952
-450,132
| -31% | -$10.6M | 0.57% | 47 |
|
|
2020
Q1 | $37.7M | Buy |
1,452,084
+42,738
| +3% | +$1.11M | 0.86% | 40 |
|
|
2019
Q4 | $70.4M | Buy |
1,409,346
+140,465
| +11% | +$7.01M | 1.16% | 35 |
|
|
2019
Q3 | $62.4M | Buy |
+1,268,881
| New | +$62.4M | 1.15% | 33 |
|