Spire Wealth Management’s Deluxe DLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-369
| Closed | -$6K | – | 2329 |
|
|
2022
Q3 | $6K | Buy |
369
+6
| +2% | +$98 | ﹤0.01% | 1687 |
|
|
2022
Q2 | $8K | Buy |
363
+5
| +1% | +$110 | ﹤0.01% | 1981 |
|
|
2022
Q1 | $11K | Buy |
358
+4
| +1% | +$123 | ﹤0.01% | 1990 |
|
|
2021
Q4 | $11K | Sell |
354
-349
| -50% | -$10.8K | ﹤0.01% | 2342 |
|
|
2021
Q3 | $25K | Buy |
703
+5
| +0.7% | +$178 | ﹤0.01% | 1760 |
|
|
2021
Q2 | $33K | Buy |
698
+4
| +0.6% | +$189 | ﹤0.01% | 1652 |
|
|
2021
Q1 | $29K | Buy |
+694
| New | +$29K | ﹤0.01% | 1973 |
|