Systematic Financial Management’s Deluxe DLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-14,305
| Closed | -$337K | – | 307 |
|
|
2020
Q2 | $337K | Buy |
14,305
+965
| +7% | +$22.7K | 0.02% | 238 |
|
|
2020
Q1 | $346K | Buy |
13,340
+1,035
| +8% | +$26.8K | 0.02% | 268 |
|
|
2019
Q4 | $614K | Hold |
12,305
| – | – | 0.02% | 332 |
|
|
2019
Q3 | $605K | Sell |
12,305
-8,790
| -42% | -$432K | 0.03% | 198 |
|
|
2019
Q2 | $858K | Sell |
21,095
-6,715
| -24% | -$273K | 0.03% | 423 |
|
|
2019
Q1 | $1.22M | Buy |
+27,810
| New | +$1.22M | 0.04% | 395 |
|
|
2015
Q1 | – | Sell |
-37,460
| Closed | -$2.33M | – | 679 |
|
|
2014
Q4 | $2.33M | Sell |
37,460
-1,980
| -5% | -$123K | 0.02% | 448 |
|
|
2014
Q3 | $2.18M | Buy |
39,440
+5,910
| +18% | +$326K | 0.02% | 507 |
|
|
2014
Q2 | $1.96M | Buy |
+33,530
| New | +$1.96M | 0.01% | 458 |
|
|
2013
Q3 | – | Sell |
-41,363
| Closed | -$1.43M | – | 654 |
|
|
2013
Q2 | $1.43M | Buy |
+41,363
| New | +$1.43M | 0.01% | 496 |
|