Evergreen Capital Management’s Deluxe DLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-9,830
| Closed | -$222K | – | 1114 |
|
|
2024
Q4 | $222K | Buy |
+9,830
| New | +$222K | 0.01% | 920 |
|
|
2024
Q3 | – | Sell |
-9,873
| Closed | -$222K | – | 1018 |
|
|
2024
Q2 | $222K | Buy |
9,873
+34
| +0.3% | +$764 | 0.01% | 801 |
|
|
2024
Q1 | $203K | Sell |
9,839
-457
| -4% | -$9.41K | 0.01% | 797 |
|
|
2023
Q4 | $221K | Sell |
10,296
-190
| -2% | -$4.08K | 0.01% | 736 |
|
|
2023
Q3 | $198K | Sell |
10,486
-94
| -0.9% | -$1.78K | 0.01% | 717 |
|
|
2023
Q2 | $185K | Buy |
+10,580
| New | +$185K | 0.01% | 739 |
|