Kavar Capital Partners Group’s Deluxe DLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,000
| Closed | -$41K | – | 213 |
|
|
2019
Q2 | $41K | Buy |
+1,000
| New | +$41K | 0.02% | 244 |
|
|
2018
Q3 | – | Sell |
-1,000
| Closed | -$66K | – | 171 |
|
|
2018
Q2 | $66K | Hold |
1,000
| – | – | 0.03% | 162 |
|
|
2018
Q1 | $74K | Sell |
1,000
-2,500
| -71% | -$185K | 0.04% | 159 |
|
|
2017
Q4 | $269K | Hold |
3,500
| – | – | 0.14% | 92 |
|
|
2017
Q3 | $255K | Hold |
3,500
| – | – | 0.14% | 96 |
|
|
2017
Q2 | $242K | Hold |
3,500
| – | – | 0.13% | 100 |
|
|
2017
Q1 | $253K | Hold |
3,500
| – | – | 0.14% | 101 |
|
|
2016
Q4 | $251K | Hold |
3,500
| – | – | 0.16% | 89 |
|
|
2016
Q3 | $234K | Hold |
3,500
| – | – | 0.15% | 94 |
|
|
2016
Q2 | $232K | Hold |
3,500
| – | – | 0.15% | 96 |
|
|
2016
Q1 | $219K | Hold |
3,500
| – | – | 0.14% | 97 |
|
|
2015
Q4 | $190K | Hold |
3,500
| – | – | 0.12% | 105 |
|
|
2015
Q3 | $195K | Buy |
3,500
+1,000
| +40% | +$55.7K | 0.14% | 104 |
|
|
2015
Q2 | $155K | Buy |
+2,500
| New | +$155K | 0.11% | 125 |
|
|
2014
Q2 | – | Sell |
-2,500
| Closed | -$131K | – | 201 |
|
|
2014
Q1 | $131K | Hold |
2,500
| – | – | 0.11% | 143 |
|
|
2013
Q4 | $130K | Buy |
+2,500
| New | +$130K | 0.12% | 134 |
|