Independent Portfolio Consultants’s Deluxe DLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $20K | Sell |
290
-610
| -68% | -$42.1K | 0.01% | 606 |
|
|
2017
Q1 | $65K | Sell |
900
-210
| -19% | -$15.2K | 0.02% | 525 |
|
|
2016
Q4 | $79K | Sell |
1,110
-210
| -16% | -$14.9K | 0.03% | 482 |
|
|
2016
Q3 | $88K | Sell |
1,320
-345
| -21% | -$23K | 0.03% | 462 |
|
|
2016
Q2 | $111K | Sell |
1,665
-25
| -1% | -$1.67K | 0.04% | 435 |
|
|
2016
Q1 | $106K | Sell |
1,690
-195
| -10% | -$12.2K | 0.03% | 461 |
|
|
2015
Q4 | $103K | Hold |
1,885
| – | – | 0.03% | 463 |
|
|
2015
Q3 | $105K | Sell |
1,885
-175
| -8% | -$9.75K | 0.02% | 442 |
|
|
2015
Q2 | $128K | Sell |
2,060
-305
| -13% | -$19K | 0.03% | 447 |
|
|
2015
Q1 | $164K | Sell |
2,365
-215
| -8% | -$14.9K | 0.03% | 395 |
|
|
2014
Q4 | $161K | Sell |
2,580
-5,245
| -67% | -$327K | 0.03% | 412 |
|
|
2014
Q3 | $432K | Sell |
7,825
-2,395
| -23% | -$132K | 0.12% | 264 |
|
|
2014
Q2 | $599K | Buy |
10,220
+470
| +5% | +$27.5K | 0.17% | 184 |
|
|
2014
Q1 | $511K | Buy |
9,750
+120
| +1% | +$6.29K | 0.16% | 218 |
|
|
2013
Q4 | $503K | Buy |
9,630
+690
| +8% | +$36K | 0.18% | 224 |
|
|
2013
Q3 | $372K | Buy |
8,940
+285
| +3% | +$11.9K | 0.15% | 297 |
|
|
2013
Q2 | $300K | Buy |
+8,655
| New | +$300K | 0.13% | 327 |
|