Kays Financial Advisory’s Deluxe DLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-26,776
| Closed | -$1.03M | – | 108 |
|
|
2018
Q4 | $1.03M | Buy |
26,776
+1,154
| +5% | +$44.3K | 0.23% | 69 |
|
|
2018
Q3 | $1.46M | Sell |
25,622
-10,825
| -30% | -$616K | 0.31% | 49 |
|
|
2018
Q2 | $2.41M | Buy |
36,447
+2,102
| +6% | +$139K | 0.53% | 35 |
|
|
2018
Q1 | $2.54M | Buy |
34,345
+1,071
| +3% | +$79.3K | 0.58% | 32 |
|
|
2017
Q4 | $2.56M | Buy |
33,274
+732
| +2% | +$56.3K | 0.75% | 31 |
|
|
2017
Q3 | $2.37M | Buy |
32,542
+960
| +3% | +$70K | 0.76% | 28 |
|
|
2017
Q2 | $2.19M | Buy |
31,582
+16,613
| +111% | +$1.15M | 0.74% | 28 |
|
|
2017
Q1 | $1.08M | Buy |
14,969
+1,738
| +13% | +$126K | 0.38% | 41 |
|
|
2016
Q4 | $948K | Buy |
+13,231
| New | +$948K | 0.37% | 44 |
|