Lipe & Dalton’s Deluxe DLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-13,200
| Closed | -$342K | – | 99 |
|
|
2020
Q1 | $342K | Hold |
13,200
| – | – | 0.29% | 52 |
|
|
2019
Q4 | $659K | Hold |
13,200
| – | – | 0.44% | 50 |
|
|
2019
Q3 | $649K | Hold |
13,200
| – | – | 0.47% | 49 |
|
|
2019
Q2 | $537K | Buy |
13,200
+200
| +2% | +$8.14K | 0.38% | 49 |
|
|
2019
Q1 | $568K | Buy |
+13,000
| New | +$568K | 0.42% | 47 |
|