Private Wealth Management Group’s Deluxe DLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $637 | Buy |
40
+2
| +5% | +$32 | ﹤0.01% | 1377 |
|
|
2025
Q1 | $601 | Sell |
38
-17
| -31% | -$269 | ﹤0.01% | 1363 |
|
|
2024
Q4 | $1.24K | Hold |
55
| – | – | ﹤0.01% | 1232 |
|
|
2024
Q3 | $1.07K | Hold |
55
| – | – | ﹤0.01% | 1263 |
|
|
2024
Q2 | $1.24K | Hold |
55
| – | – | ﹤0.01% | 1216 |
|
|
2024
Q1 | $1.13K | Hold |
55
| – | – | ﹤0.01% | 1212 |
|
|
2023
Q4 | $1.18K | Buy |
+55
| New | +$1.18K | ﹤0.01% | 1201 |
|