O'Shares Investment Advisers’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 |
-5,214
| Closed | -$260K | – | 315 |
|
2019
Q4 | $260K | Buy |
5,214
+172
| +3% | +$8.58K | 0.04% | 304 |
|
2019
Q3 | $248K | Sell |
5,042
-4,161
| -45% | -$205K | 0.04% | 304 |
|
2019
Q2 | $374K | Sell |
9,203
-133
| -1% | -$5.41K | 0.06% | 254 |
|
2019
Q1 | $408K | Sell |
9,336
-1,053
| -10% | -$46K | 0.07% | 245 |
|
2018
Q4 | $399K | Buy |
+10,389
| New | +$399K | 0.08% | 234 |
|