LA
Lucus Advisors’s Deluxe DLX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | $224K | Buy |
+3,022
| New | +$224K | 0.39% | 72 |
|
2016
Q3 | – | Sell |
-5,319
| Closed | -$353K | – | 240 |
|
2016
Q2 | $353K | Sell |
5,319
-3,072
| -37% | -$204K | 0.29% | 55 |
|
2016
Q1 | $524K | Buy |
8,391
+535
| +7% | +$33.4K | 0.31% | 91 |
|
2015
Q4 | $428K | Buy |
7,856
+20
| +0.3% | +$1.09K | 0.26% | 132 |
|
2015
Q3 | $437K | Sell |
7,836
-233
| -3% | -$13K | 0.24% | 174 |
|
2015
Q2 | $500K | Buy |
8,069
+94
| +1% | +$5.83K | 0.24% | 154 |
|
2015
Q1 | $553K | Buy |
7,975
+97
| +1% | +$6.73K | 0.28% | 42 |
|
2014
Q4 | $490K | Buy |
+7,878
| New | +$490K | 0.22% | 68 |
|