Mosaic Family Wealth’s Deluxe DLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-45
| Closed | -$3K | – | 719 |
|
|
2016
Q4 | $3K | Sell |
45
-6
| -12% | -$400 | ﹤0.01% | 620 |
|
|
2016
Q3 | $3K | Hold |
51
| – | – | ﹤0.01% | 631 |
|
|
2016
Q2 | $4K | Hold |
51
| – | – | ﹤0.01% | 619 |
|
|
2016
Q1 | $3K | Hold |
51
| – | – | ﹤0.01% | 645 |
|
|
2015
Q4 | $2K | Buy |
+51
| New | +$2K | ﹤0.01% | 679 |
|