Stratos Wealth Partners’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 |
-2,000
| Closed | -$114K | – | 1207 |
|
|
2018
Q3 | $114K | Buy |
+2,000
| New | +$114K | 0.01% | 1064 |
|
|
2018
Q2 | – | Sell |
-2,400
| Closed | -$178K | – | 1345 |
|
|
2018
Q1 | $178K | Hold |
2,400
| – | – | 0.01% | 955 |
|
|
2017
Q4 | $184K | Buy |
+2,400
| New | +$184K | 0.01% | 914 |
|
|
2017
Q2 | – | Sell |
-2,845
| Closed | -$205K | – | 836 |
|
|
2017
Q1 | $205K | Hold |
2,845
| – | – | 0.01% | 720 |
|
|
2016
Q4 | $204K | Sell |
2,845
-520
| -15% | -$37.3K | 0.01% | 649 |
|
|
2016
Q3 | $225K | Hold |
3,365
| – | – | 0.02% | 590 |
|
|
2016
Q2 | $223K | Buy |
+3,365
| New | +$223K | 0.02% | 539 |
|