Jupiter Investment Management’s Deluxe DLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-9,523
| Closed | -$246K | – | 414 |
|
|
2020
Q1 | $246K | Buy |
+9,523
| New | +$246K | ﹤0.01% | 334 |
|
|
2017
Q4 | – | Sell |
-149
| Closed | -$10K | – | 385 |
|
|
2017
Q3 | $10K | Hold |
149
| – | – | ﹤0.01% | 336 |
|
|
2017
Q2 | $10K | Hold |
149
| – | – | ﹤0.01% | 386 |
|
|
2017
Q1 | $10K | Sell |
149
-10,695
| -99% | -$718K | ﹤0.01% | 386 |
|
|
2016
Q4 | $776K | Sell |
10,844
-61,505
| -85% | -$4.4M | 0.01% | 228 |
|
|
2016
Q3 | $4.83M | Sell |
72,349
-60,885
| -46% | -$4.07M | 0.08% | 158 |
|
|
2016
Q2 | $8.84M | Sell |
133,234
-100,613
| -43% | -$6.68M | 0.17% | 129 |
|
|
2016
Q1 | $14.6M | Buy |
233,847
+38,764
| +20% | +$2.42M | 0.3% | 97 |
|
|
2015
Q4 | $10.6M | Buy |
195,083
+47,540
| +32% | +$2.59M | 0.28% | 98 |
|
|
2015
Q3 | $8.22M | Buy |
147,543
+76,600
| +108% | +$4.27M | 0.23% | 109 |
|
|
2015
Q2 | $4.4M | Buy |
70,943
+6,161
| +10% | +$382K | 0.13% | 112 |
|
|
2015
Q1 | $4.49M | Hold |
64,782
| – | – | 0.14% | 122 |
|
|
2014
Q4 | $4.03M | Buy |
64,782
+46,870
| +262% | +$2.92M | 0.14% | 138 |
|
|
2014
Q3 | $988K | Buy |
17,912
+5,114
| +40% | +$282K | 0.05% | 232 |
|
|
2014
Q2 | $749K | Sell |
12,798
-19,247
| -60% | -$1.13M | 0.04% | 254 |
|
|
2014
Q1 | $1.68M | Sell |
32,045
-1,847
| -5% | -$96.9K | 0.11% | 188 |
|
|
2013
Q4 | $1.77M | Sell |
33,892
-117,527
| -78% | -$6.13M | 0.15% | 174 |
|
|
2013
Q3 | $6.31M | Buy |
151,419
+100,425
| +197% | +$4.18M | 0.6% | 50 |
|
|
2013
Q2 | $1.77M | Buy |
+50,994
| New | +$1.77M | 0.21% | 162 |
|