EverSource Wealth Advisors’s Deluxe DLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.2K | Buy |
1,209
+768
| +174% | +$12.2K | ﹤0.01% | 2310 |
|
|
2025
Q1 | $6.97K | Sell |
441
-12
| -3% | -$190 | ﹤0.01% | 2321 |
|
|
2024
Q4 | $10.2K | Sell |
453
-245
| -35% | -$5.53K | ﹤0.01% | 1978 |
|
|
2024
Q3 | $13.6K | Hold |
698
| – | – | ﹤0.01% | 1696 |
|
|
2024
Q2 | $17K | Hold |
698
| – | – | ﹤0.01% | 1583 |
|
|
2024
Q1 | $13.8K | Hold |
698
| – | – | ﹤0.01% | 1541 |
|
|
2023
Q4 | $15K | Hold |
698
| – | – | ﹤0.01% | 1387 |
|
|
2023
Q3 | $13.2K | Hold |
698
| – | – | ﹤0.01% | 1304 |
|
|
2023
Q2 | $12.2K | Sell |
698
-146
| -17% | -$2.55K | ﹤0.01% | 1359 |
|
|
2023
Q1 | $13.5K | Buy |
844
+698
| +478% | +$11.2K | ﹤0.01% | 1236 |
|
|
2022
Q4 | $2.48K | Buy |
+146
| New | +$2.48K | ﹤0.01% | 1848 |
|
|
2022
Q3 | – | Sell |
-586
| Closed | -$13K | – | 2001 |
|
|
2022
Q2 | $13K | Buy |
+586
| New | +$13K | ﹤0.01% | 956 |
|