HEIP
Hudson Edge Investment Partners’s Deluxe DLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-18,022
| Closed | -$285K | – | 96 |
|
|
2025
Q1 | $285K | Sell |
18,022
-362
| -2% | -$5.72K | 0.06% | 90 |
|
|
2024
Q4 | $415K | Buy |
18,384
+860
| +5% | +$19.4K | 0.08% | 111 |
|
|
2024
Q3 | $342K | Hold |
17,524
| – | – | 0.06% | 124 |
|
|
2024
Q2 | $394K | Hold |
17,524
| – | – | 0.08% | 113 |
|
|
2024
Q1 | $361K | Buy |
17,524
+3,551
| +25% | +$73.1K | 0.07% | 126 |
|
|
2023
Q4 | $300K | Sell |
13,973
-468
| -3% | -$10K | 0.07% | 134 |
|
|
2023
Q3 | $273K | Sell |
14,441
-40
| -0.3% | -$756 | 0.09% | 125 |
|
|
2023
Q2 | $253K | Sell |
14,481
-2,731
| -16% | -$47.7K | 0.08% | 118 |
|
|
2023
Q1 | $275K | Sell |
17,212
-333
| -2% | -$5.32K | 0.09% | 125 |
|
|
2022
Q4 | $298K | Sell |
17,545
-139
| -0.8% | -$2.36K | 0.1% | 129 |
|
|
2022
Q3 | $294K | Sell |
17,684
-670
| -4% | -$11.1K | 0.11% | 137 |
|
|
2022
Q2 | $398K | Sell |
18,354
-365
| -2% | -$7.92K | 0.15% | 120 |
|
|
2022
Q1 | $566K | Buy |
18,719
+100
| +0.5% | +$3.02K | 0.18% | 108 |
|
|
2021
Q4 | $598K | Sell |
18,619
-4,417
| -19% | -$142K | 0.19% | 102 |
|
|
2021
Q3 | $827K | Buy |
23,036
+5,700
| +33% | +$205K | 0.27% | 82 |
|
|
2021
Q2 | $828K | Buy |
17,336
+3,830
| +28% | +$183K | 0.26% | 88 |
|
|
2021
Q1 | $567K | Buy |
13,506
+4,098
| +44% | +$172K | 0.19% | 103 |
|
|
2020
Q4 | $275K | Sell |
9,408
-221
| -2% | -$6.46K | 0.1% | 127 |
|
|
2020
Q3 | $248K | Sell |
9,629
-118
| -1% | -$3.04K | 0.1% | 140 |
|
|
2020
Q2 | $229K | Sell |
9,747
-216
| -2% | -$5.08K | 0.07% | 127 |
|
|
2020
Q1 | $258K | Sell |
9,963
-1,579
| -14% | -$40.9K | 0.1% | 118 |
|
|
2019
Q4 | $576K | Buy |
11,542
+2,410
| +26% | +$120K | 0.15% | 108 |
|
|
2019
Q3 | $449K | Hold |
9,132
| – | – | 0.13% | 110 |
|
|
2019
Q2 | $371K | Buy |
9,132
+1,017
| +13% | +$41.3K | 0.11% | 118 |
|
|
2019
Q1 | $355K | Sell |
8,115
-1,134
| -12% | -$49.6K | 0.11% | 104 |
|
|
2018
Q4 | $356K | Sell |
9,249
-164
| -2% | -$6.31K | 0.11% | 121 |
|
|
2018
Q3 | $536K | Sell |
9,413
-45
| -0.5% | -$2.56K | 0.1% | 110 |
|
|
2018
Q2 | $626K | Buy |
9,458
+2,334
| +33% | +$154K | 0.12% | 90 |
|
|
2018
Q1 | $527K | Sell |
7,124
-60
| -0.8% | -$4.44K | 0.08% | 88 |
|
|
2017
Q4 | $552K | Buy |
7,184
+130
| +2% | +$9.99K | 0.08% | 92 |
|
|
2017
Q3 | $515K | Sell |
7,054
-1,433
| -17% | -$105K | 0.07% | 89 |
|
|
2017
Q2 | $587K | Buy |
8,487
+404
| +5% | +$27.9K | 0.08% | 87 |
|
|
2017
Q1 | $583K | Sell |
8,083
-155
| -2% | -$11.2K | 0.08% | 84 |
|
|
2016
Q4 | $590K | Sell |
8,238
-116
| -1% | -$8.31K | 0.08% | 89 |
|
|
2016
Q3 | $558K | Sell |
8,354
-36
| -0.4% | -$2.41K | 0.08% | 77 |
|
|
2016
Q2 | $557K | Hold |
8,390
| – | – | 0.08% | 76 |
|
|
2016
Q1 | $524K | Buy |
+8,390
| New | +$524K | 0.05% | 132 |
|