Leavell Investment Management’s Deluxe DLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-3,000
| Closed | -$219K | – | 377 |
|
|
2017
Q3 | $219K | Sell |
3,000
-2,000
| -40% | -$146K | 0.03% | 346 |
|
|
2017
Q2 | $346K | Hold |
5,000
| – | – | 0.04% | 297 |
|
|
2017
Q1 | $361K | Hold |
5,000
| – | – | 0.05% | 279 |
|
|
2016
Q4 | $358K | Hold |
5,000
| – | – | 0.05% | 275 |
|
|
2016
Q3 | $334K | Hold |
5,000
| – | – | 0.05% | 286 |
|
|
2016
Q2 | $332K | Hold |
5,000
| – | – | 0.05% | 298 |
|
|
2016
Q1 | $312K | Hold |
5,000
| – | – | 0.05% | 297 |
|
|
2015
Q4 | $273K | Hold |
5,000
| – | – | 0.04% | 317 |
|
|
2015
Q3 | $279K | Hold |
5,000
| – | – | 0.04% | 321 |
|
|
2015
Q2 | $310K | Hold |
5,000
| – | – | 0.05% | 319 |
|
|
2015
Q1 | $346K | Hold |
5,000
| – | – | 0.05% | 307 |
|
|
2014
Q4 | $311K | Hold |
5,000
| – | – | 0.05% | 316 |
|
|
2014
Q3 | $276K | Hold |
5,000
| – | – | 0.04% | 334 |
|
|
2014
Q2 | $293K | Hold |
5,000
| – | – | 0.05% | 323 |
|
|
2014
Q1 | $262K | Hold |
5,000
| – | – | 0.04% | 339 |
|
|
2013
Q4 | $261K | Hold |
5,000
| – | – | 0.04% | 337 |
|
|
2013
Q3 | $208K | Buy |
+5,000
| New | +$208K | 0.04% | 361 |
|