Empirical Finance’s Deluxe DLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-20,024
| Closed | -$1M | – | 216 |
|
|
2019
Q4 | $1M | Buy |
20,024
+240
| +1% | +$12K | 0.24% | 100 |
|
|
2019
Q3 | $973K | Hold |
19,784
| – | – | 0.27% | 81 |
|
|
2019
Q2 | $804K | Buy |
19,784
+105
| +0.5% | +$4.27K | 0.22% | 90 |
|
|
2019
Q1 | $860K | Buy |
+19,679
| New | +$860K | 0.22% | 98 |
|
|
2018
Q4 | – | Sell |
-41,979
| Closed | -$2.39M | – | 151 |
|
|
2018
Q3 | $2.39M | Buy |
41,979
+25,788
| +159% | +$1.47M | 0.59% | 25 |
|
|
2018
Q2 | $1.07M | Sell |
16,191
-3,488
| -18% | -$231K | 0.27% | 71 |
|
|
2018
Q1 | $860K | Buy |
+19,679
| New | +$860K | 0.22% | 98 |
|
|
2017
Q3 | – | Sell |
-14,427
| Closed | -$999K | – | 151 |
|
|
2017
Q2 | $999K | Sell |
14,427
-404
| -3% | -$28K | 0.38% | 75 |
|
|
2017
Q1 | $1.07M | Sell |
14,831
-1,430
| -9% | -$103K | 0.5% | 49 |
|
|
2016
Q4 | $1.17M | Buy |
+16,261
| New | +$1.17M | 0.79% | 28 |
|