Kore Private Wealth’s Deluxe DLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-153
| Closed | -$3K | – | 478 |
|
|
2020
Q2 | $3K | Hold |
153
| – | – | ﹤0.01% | 983 |
|
|
2020
Q1 | $4K | Hold |
153
| – | – | ﹤0.01% | 830 |
|
|
2019
Q4 | $8K | Buy |
+153
| New | +$8K | ﹤0.01% | 783 |
|
|
2019
Q2 | – | Sell |
-153
| Closed | -$7K | – | 378 |
|
|
2019
Q1 | $7K | Buy |
+153
| New | +$7K | ﹤0.01% | 691 |
|