Sowell Financial Services’s Deluxe DLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-30
| Closed | -$1K | – | 1075 |
|
|
2021
Q1 | $1K | Sell |
30
-1
| -3% | -$33 | ﹤0.01% | 2922 |
|
|
2020
Q4 | $1K | Hold |
31
| – | – | ﹤0.01% | 2559 |
|
|
2020
Q3 | $1K | Hold |
31
| – | – | ﹤0.01% | 2343 |
|
|
2020
Q2 | $1K | Hold |
31
| – | – | ﹤0.01% | 2270 |
|
|
2020
Q1 | $1K | Buy |
31
+1
| +3% | +$32 | ﹤0.01% | 2216 |
|
|
2019
Q4 | $2K | Sell |
30
-17
| -36% | -$1.13K | ﹤0.01% | 2173 |
|
|
2019
Q3 | $2K | Buy |
+47
| New | +$2K | ﹤0.01% | 2055 |
|
|
2017
Q1 | – | Sell |
-400
| Closed | -$30K | – | 329 |
|
|
2016
Q4 | $30K | Buy |
+400
| New | +$30K | 0.01% | 385 |
|