Prism Advisors’s Deluxe DLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-88,403
| Closed | -$2.29M | – | 53 |
|
|
2020
Q1 | $2.29M | Buy |
88,403
+38,698
| +78% | +$1M | 1.48% | 20 |
|
|
2019
Q4 | $2.48M | Sell |
49,705
-8,798
| -15% | -$439K | 1.26% | 28 |
|
|
2019
Q3 | $2.88M | Buy |
58,503
+1,324
| +2% | +$65.1K | 1.61% | 15 |
|
|
2019
Q2 | $2.33M | Buy |
57,179
+2,789
| +5% | +$113K | 1.32% | 24 |
|
|
2019
Q1 | $2.38M | Buy |
54,390
+3,664
| +7% | +$160K | 1.37% | 22 |
|
|
2018
Q4 | $1.95M | Buy |
50,726
+27,596
| +119% | +$1.06M | 1.24% | 20 |
|
|
2018
Q3 | $1.21M | Buy |
+23,130
| New | +$1.21M | 0.7% | 32 |
|