Independent Portfolio Consultants’s Deluxe DLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $20K | Sell |
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|
2017
Q1 | $65K | Sell |
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|
2016
Q4 | $79K | Sell |
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|
2016
Q3 | $88K | Sell |
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|
2016
Q2 | $111K | Sell |
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|
2016
Q1 | $106K | Sell |
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|
2015
Q4 | $103K | Hold |
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|
2015
Q3 | $105K | Sell |
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|
2015
Q2 | $128K | Sell |
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|
2015
Q1 | $164K | Sell |
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|
2014
Q4 | $161K | Sell |
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|
2014
Q3 | $432K | Sell |
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|
2014
Q2 | $599K | Buy |
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|
2014
Q1 | $511K | Buy |
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|
2013
Q4 | $503K | Buy |
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|
2013
Q3 | $372K | Buy |
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|
2013
Q2 | $300K | Buy |
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