Plante Moran Financial Advisors’s Deluxe DLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-3,509
| Closed | -$232K | – | 770 |
|
|
2018
Q2 | $232K | Buy |
3,509
+2,117
| +152% | +$140K | 0.12% | 139 |
|
|
2018
Q1 | $103K | Buy |
1,392
+22
| +2% | +$1.63K | 0.06% | 224 |
|
|
2017
Q4 | $105K | Buy |
+1,370
| New | +$105K | 0.06% | 213 |
|
|
2017
Q1 | – | Sell |
-55
| Closed | -$4K | – | 905 |
|
|
2016
Q4 | $4K | Buy |
55
+14
| +34% | +$1.02K | ﹤0.01% | 746 |
|
|
2016
Q3 | $3K | Buy |
41
+5
| +14% | +$366 | ﹤0.01% | 776 |
|
|
2016
Q2 | $2K | Hold |
36
| – | – | ﹤0.01% | 786 |
|
|
2016
Q1 | $2K | Buy |
+36
| New | +$2K | ﹤0.01% | 714 |
|