Mount Yale Investment Advisors’s Deluxe DLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,781
| Closed | -$279K | – | 303 |
|
|
2019
Q4 | $279K | Buy |
5,781
+282
| +5% | +$13.6K | 0.05% | 284 |
|
|
2019
Q3 | $274K | Sell |
5,499
-1,267
| -19% | -$63.1K | 0.05% | 273 |
|
|
2019
Q2 | $288K | Sell |
6,766
-235
| -3% | -$10K | 0.05% | 268 |
|
|
2019
Q1 | $306K | Sell |
7,001
-71
| -1% | -$3.1K | 0.06% | 252 |
|
|
2018
Q4 | $346K | Buy |
7,072
+2,954
| +72% | +$145K | 0.07% | 236 |
|
|
2018
Q3 | $207K | Sell |
4,118
-271
| -6% | -$13.6K | 0.04% | 301 |
|
|
2018
Q2 | $291K | Buy |
4,389
+819
| +23% | +$54.3K | 0.06% | 255 |
|
|
2018
Q1 | $264K | Buy |
+3,570
| New | +$264K | 0.06% | 257 |
|