MinichMacGregor Wealth Management’s Deluxe DLX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | – | Sell |
-105
| Closed | -$7K | – | 532 |
|
2018
Q2 | $7K | Hold |
105
| – | – | 0.01% | 347 |
|
2018
Q1 | $7K | Hold |
105
| – | – | 0.01% | 344 |
|
2017
Q4 | $8K | Hold |
105
| – | – | 0.01% | 325 |
|
2017
Q3 | $7K | Hold |
105
| – | – | 0.01% | 319 |
|
2017
Q2 | $7K | Hold |
105
| – | – | 0.01% | 313 |
|
2017
Q1 | $7K | Hold |
105
| – | – | 0.01% | 314 |
|
2016
Q4 | $7K | Hold |
105
| – | – | 0.01% | 309 |
|
2016
Q3 | $7K | Hold |
105
| – | – | 0.01% | 310 |
|
2016
Q2 | $7K | Hold |
105
| – | – | 0.01% | 300 |
|
2016
Q1 | $6K | Hold |
105
| – | – | 0.01% | 299 |
|
2015
Q4 | $6K | Buy |
+105
| New | +$6K | 0.01% | 279 |
|