Reilly 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
Q4 | – | Sell |
-50
| Closed | -$3K | – | 955 |
|
2018
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 892 |
|
2018
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 877 |
|
2018
Q1 | $4K | Hold |
50
| – | – | ﹤0.01% | 798 |
|
2017
Q4 | $4K | Hold |
50
| – | – | ﹤0.01% | 804 |
|
2017
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 797 |
|
2017
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 831 |
|
2017
Q1 | $4K | Hold |
50
| – | – | ﹤0.01% | 779 |
|
2016
Q4 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 698 |
|