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Legacy Financial Advisors’s Deluxe DLX Stock Holding History

Legacy Financial Advisors’s Portfolio DLX Stock Details DLX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-1,713
Closed -$114K – 901
2018
Q2 		$114K Sell
1,713
-483
-22% -$32.1K 0.04% 156
2018
Q1 		$163K Sell
2,196
-245
-10% -$18.2K 0.06% 127
2017
Q4 		$187K Buy
+2,441
New +$187K 0.08% 118