Piedmont Investment Advisors’s Deluxe DLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-4,572
| Closed | -$225K | – | 921 |
|
|
2019
Q3 | $225K | Sell |
4,572
-1,076
| -19% | -$53K | 0.01% | 836 |
|
|
2019
Q2 | $230K | Buy |
+5,648
| New | +$230K | 0.01% | 860 |
|
|
2018
Q3 | – | Sell |
-875
| Closed | -$58K | – | 1376 |
|
|
2018
Q2 | $58K | Buy |
+875
| New | +$58K | ﹤0.01% | 1237 |
|
|
2017
Q1 | – | Sell |
-46
| Closed | -$3.29K | – | 470 |
|
|
2016
Q4 | $3.29K | Hold |
46
| – | – | ﹤0.01% | 631 |
|
|
2016
Q3 | $3.07K | Hold |
46
| – | – | ﹤0.01% | 402 |
|
|
2016
Q2 | $3.05K | Sell |
46
-33
| -42% | -$2.19K | ﹤0.01% | 290 |
|
|
2016
Q1 | $4.94K | Hold |
79
| – | – | ﹤0.01% | 276 |
|
|
2015
Q4 | $4.31K | Buy |
79
+14
| +22% | +$763 | ﹤0.01% | 283 |
|
|
2015
Q3 | $3.62K | Hold |
65
| – | – | ﹤0.01% | 291 |
|
|
2015
Q2 | $4.03K | Buy |
65
+46
| +242% | +$2.85K | ﹤0.01% | 289 |
|
|
2015
Q1 | $1.32K | Hold |
19
| – | – | ﹤0.01% | 299 |
|
|
2014
Q4 | $1.18K | Hold |
19
| – | – | ﹤0.01% | 303 |
|
|
2014
Q3 | $1.05K | Sell |
19
-63
| -77% | -$3.48K | ﹤0.01% | 303 |
|
|
2014
Q2 | $4.8K | Sell |
82
-8
| -9% | -$469 | ﹤0.01% | 211 |
|
|
2014
Q1 | $4.72K | Buy |
+90
| New | +$4.72K | ﹤0.01% | 212 |
|
|
2013
Q4 | – | Sell |
-54
| Closed | -$2.25K | – | 348 |
|
|
2013
Q3 | $2.25K | Hold |
54
| – | – | ﹤0.01% | 238 |
|
|
2013
Q2 | $1.87K | Buy |
+54
| New | +$1.87K | ﹤0.01% | 285 |
|