FCG Advisors’s Deluxe DLX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | – | Sell |
-3,505
| Closed | -$232K | – | 142 |
|
2018
Q2 | $232K | Hold |
3,505
| – | – | 0.08% | 119 |
|
2018
Q1 | $259K | Sell |
3,505
-100
| -3% | -$7.39K | 0.09% | 109 |
|
2017
Q4 | $277K | Hold |
3,605
| – | – | 0.1% | 98 |
|
2017
Q3 | $263K | Buy |
3,605
+1
| +0% | +$73 | 0.1% | 101 |
|
2017
Q2 | $249K | Buy |
3,604
+1
| +0% | +$69 | 0.08% | 120 |
|
2017
Q1 | $260K | Buy |
3,603
+2
| +0.1% | +$144 | 0.11% | 98 |
|
2016
Q4 | $258K | Buy |
3,601
+301
| +9% | +$21.6K | 0.12% | 88 |
|
2016
Q3 | $221K | Buy |
+3,300
| New | +$221K | 0.07% | 109 |
|