JFS Wealth Advisors’s Deluxe DLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-351
| Closed | -$5.55K | – | 1898 |
|
|
2025
Q1 | $5.55K | Buy |
351
+6
| +2% | +$95 | ﹤0.01% | 1081 |
|
|
2024
Q4 | $7.79K | Buy |
345
+5
| +1% | +$113 | ﹤0.01% | 944 |
|
|
2024
Q3 | $6.63K | Buy |
340
+5
| +1% | +$98 | ﹤0.01% | 1010 |
|
|
2024
Q2 | $7.53K | Buy |
335
+4
| +1% | +$90 | ﹤0.01% | 884 |
|
|
2024
Q1 | $6.81K | Buy |
331
+5
| +2% | +$103 | ﹤0.01% | 967 |
|
|
2023
Q4 | $6.99K | Buy |
326
+5
| +2% | +$107 | ﹤0.01% | 918 |
|
|
2023
Q3 | $6.06K | Buy |
321
+5
| +2% | +$94 | ﹤0.01% | 913 |
|
|
2023
Q2 | $5.52K | Buy |
316
+6
| +2% | +$105 | ﹤0.01% | 958 |
|
|
2023
Q1 | $4.97K | Buy |
310
+5
| +2% | +$80 | ﹤0.01% | 988 |
|
|
2022
Q4 | $5.18K | Buy |
305
+5
| +2% | +$85 | ﹤0.01% | 978 |
|
|
2022
Q3 | $5K | Buy |
300
+1
| +0.3% | +$17 | ﹤0.01% | 973 |
|
|
2022
Q2 | $6K | Buy |
299
+5
| +2% | +$100 | ﹤0.01% | 923 |
|
|
2022
Q1 | $9K | Buy |
294
+4
| +1% | +$122 | ﹤0.01% | 816 |
|
|
2021
Q4 | $9K | Buy |
290
+3
| +1% | +$93 | ﹤0.01% | 698 |
|
|
2021
Q3 | $10K | Buy |
287
+3
| +1% | +$105 | ﹤0.01% | 635 |
|
|
2021
Q2 | $14K | Buy |
284
+2
| +0.7% | +$99 | ﹤0.01% | 409 |
|
|
2021
Q1 | $12K | Buy |
282
+2
| +0.7% | +$85 | ﹤0.01% | 399 |
|
|
2020
Q4 | $8K | Buy |
280
+3
| +1% | +$86 | ﹤0.01% | 432 |
|
|
2020
Q3 | $7K | Buy |
277
+3
| +1% | +$76 | ﹤0.01% | 417 |
|
|
2020
Q2 | $6K | Buy |
274
+3
| +1% | +$66 | ﹤0.01% | 417 |
|
|
2020
Q1 | $7K | Buy |
271
+2
| +0.7% | +$52 | ﹤0.01% | 368 |
|
|
2019
Q4 | $13K | Buy |
269
+2
| +0.7% | +$97 | ﹤0.01% | 354 |
|
|
2019
Q3 | $13K | Buy |
+267
| New | +$13K | ﹤0.01% | 346 |
|