Northwestern Mutual Wealth Management’s Deluxe DLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-31
| Closed | -$604 | – | 3673 |
|
|
2024
Q3 | $604 | Buy |
+31
| New | +$604 | ﹤0.01% | 3321 |
|
|
2021
Q2 | – | Sell |
-695
| Closed | -$29K | – | 3040 |
|
|
2021
Q1 | $29K | Buy |
695
+625
| +893% | +$26.1K | ﹤0.01% | 1922 |
|
|
2020
Q4 | $2K | Buy |
+70
| New | +$2K | ﹤0.01% | 2520 |
|
|
2019
Q1 | – | Sell |
-28
| Closed | -$1K | – | 2563 |
|
|
2018
Q4 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 2270 |
|
|
2017
Q4 | – | Sell |
-3
| Closed | – | – | 2325 |
|
|
2017
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 2166 |
|
|
2017
Q1 | – | Sell |
-39
| Closed | -$3K | – | 2088 |
|
|
2016
Q4 | $3K | Buy |
+39
| New | +$3K | ﹤0.01% | 1950 |
|
|
2016
Q3 | – | Sell |
-47
| Closed | -$3K | – | 504 |
|
|
2016
Q2 | $3K | Sell |
47
-480
| -91% | -$30.6K | ﹤0.01% | 1745 |
|
|
2016
Q1 | $33K | Buy |
+527
| New | +$33K | ﹤0.01% | 1022 |
|