Investment House LLC’s Deluxe DLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-36,010
| Closed | -$1.8M | – | 177 |
|
|
2019
Q4 | $1.8M | Sell |
36,010
-2,400
| -6% | -$120K | 0.17% | 96 |
|
|
2019
Q3 | $1.89M | Sell |
38,410
-1,275
| -3% | -$62.7K | 0.19% | 91 |
|
|
2019
Q2 | $1.61M | Sell |
39,685
-810
| -2% | -$32.9K | 0.17% | 91 |
|
|
2019
Q1 | $1.77M | Buy |
40,495
+2,760
| +7% | +$121K | 0.19% | 90 |
|
|
2018
Q4 | $1.45M | Sell |
37,735
-46,537
| -55% | -$1.79M | 0.18% | 92 |
|
|
2018
Q3 | $4.8M | Sell |
84,272
-8,250
| -9% | -$470K | 0.51% | 58 |
|
|
2018
Q2 | $6.13M | Buy |
92,522
+1,400
| +2% | +$92.7K | 0.71% | 45 |
|
|
2018
Q1 | $6.74M | Sell |
91,122
-313
| -0.3% | -$23.2K | 0.82% | 36 |
|
|
2017
Q4 | $7.03M | Buy |
91,435
+7,455
| +9% | +$573K | 0.85% | 36 |
|
|
2017
Q3 | $6.13M | Buy |
83,980
+9,045
| +12% | +$660K | 0.8% | 38 |
|
|
2017
Q2 | $5.19M | Buy |
74,935
+2,130
| +3% | +$147K | 0.7% | 49 |
|
|
2017
Q1 | $5.25M | Buy |
72,805
+2,860
| +4% | +$206K | 0.74% | 46 |
|
|
2016
Q4 | $5.01M | Buy |
69,945
+30,985
| +80% | +$2.22M | 0.76% | 46 |
|
|
2016
Q3 | $2.6M | Buy |
+38,960
| New | +$2.6M | 0.39% | 77 |
|