OneDigital Investment Advisors’s Deluxe DLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-395
| Closed | -$22K | – | 1149 |
|
|
2018
Q3 | $22K | Hold |
395
| – | – | 0.01% | 634 |
|
|
2018
Q2 | $26K | Hold |
395
| – | – | 0.01% | 711 |
|
|
2018
Q1 | $29K | Hold |
395
| – | – | 0.01% | 668 |
|
|
2017
Q4 | $30K | Hold |
395
| – | – | ﹤0.01% | 656 |
|
|
2017
Q3 | $29K | Hold |
395
| – | – | 0.01% | 520 |
|
|
2017
Q2 | $27K | Buy |
+395
| New | +$27K | 0.01% | 644 |
|