HighTower Advisors’s Deluxe DLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-29,697
| Closed | -$1.42M | – | 2989 |
|
|
2021
Q2 | $1.42M | Sell |
29,697
-4,417
| -13% | -$211K | ﹤0.01% | 1437 |
|
|
2021
Q1 | $1.43M | Buy |
+34,114
| New | +$1.43M | ﹤0.01% | 1345 |
|
|
2020
Q1 | – | Sell |
-26,033
| Closed | -$1.29M | – | 2106 |
|
|
2019
Q4 | $1.29M | Sell |
26,033
-24,326
| -48% | -$1.21M | 0.01% | 1024 |
|
|
2019
Q3 | $2.48M | Buy |
+50,359
| New | +$2.48M | 0.01% | 818 |
|
|
2016
Q2 | – | Sell |
-9,042
| Closed | -$562K | – | 1776 |
|
|
2016
Q1 | $562K | Buy |
9,042
+189
| +2% | +$11.7K | ﹤0.01% | 1258 |
|
|
2015
Q4 | $481K | Buy |
8,853
+756
| +9% | +$41.1K | 0.01% | 1333 |
|
|
2015
Q3 | $451K | Sell |
8,097
-437
| -5% | -$24.3K | 0.01% | 1246 |
|
|
2015
Q2 | $529K | Buy |
+8,534
| New | +$529K | 0.01% | 989 |
|
|
2014
Q3 | – | Sell |
-15,607
| Closed | -$914K | – | 1552 |
|
|
2014
Q2 | $914K | Sell |
15,607
-10,374
| -40% | -$608K | 0.02% | 841 |
|
|
2014
Q1 | $1.36M | Sell |
25,981
-255
| -1% | -$13.4K | 0.03% | 635 |
|
|
2013
Q4 | $1.37M | Sell |
26,236
-155
| -0.6% | -$8.09K | 0.03% | 602 |
|
|
2013
Q3 | $1.1M | Buy |
+26,391
| New | +$1.1M | 0.03% | 589 |
|