Omnia Family Wealth’s Deluxe DLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-227
| Closed | -$17K | – | 609 |
|
|
2017
Q4 | $17K | Hold |
227
| – | – | 0.01% | 245 |
|
|
2017
Q3 | $17K | Buy |
227
+195
| +609% | +$14.6K | 0.01% | 219 |
|
|
2017
Q2 | $2K | Sell |
32
-197
| -86% | -$12.3K | ﹤0.01% | 579 |
|
|
2017
Q1 | $17K | Buy |
229
+197
| +616% | +$14.6K | 0.01% | 226 |
|
|
2016
Q4 | $2K | Buy |
+32
| New | +$2K | ﹤0.01% | 579 |
|