Klingman & Associates’s Deluxe DLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-8
| Closed | -$1K | – | 160 |
|
|
2016
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 358 |
|
|
2016
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 368 |
|
|
2016
Q1 | $0 | Hold |
8
| – | – | ﹤0.01% | 388 |
|
|
2015
Q4 | $0 | Hold |
8
| – | – | ﹤0.01% | 405 |
|
|
2015
Q3 | $0 | Hold |
8
| – | – | ﹤0.01% | 426 |
|
|
2015
Q2 | $0 | Hold |
8
| – | – | ﹤0.01% | 405 |
|
|
2015
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 361 |
|
|
2014
Q4 | $0 | Buy |
+8
| New | – | ﹤0.01% | 378 |
|