Holt Capital Partners’s Deluxe DLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-15,610
| Closed | -$456K | – | 155 |
|
|
2020
Q4 | $456K | Sell |
15,610
-1,310
| -8% | -$38.3K | 0.1% | 107 |
|
|
2020
Q3 | $435K | Hold |
16,920
| – | – | 0.11% | 99 |
|
|
2020
Q2 | $398K | Hold |
16,920
| – | – | 0.11% | 107 |
|
|
2020
Q1 | $439K | Buy |
16,920
+2,710
| +19% | +$70.3K | 0.14% | 89 |
|
|
2019
Q4 | $709K | Buy |
14,210
+5,555
| +64% | +$277K | 0.18% | 79 |
|
|
2019
Q3 | $425K | Buy |
+8,655
| New | +$425K | 0.12% | 105 |
|