Taylor Hoffman Wealth 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 |
-269
| Closed | -$6K | – | 182 |
|
|
2020
Q2 | $6K | Buy |
+269
| New | +$6K | ﹤0.01% | 317 |
|
|
2020
Q1 | – | Sell |
-537
| Closed | -$27K | – | 184 |
|
|
2019
Q4 | $27K | Hold |
537
| – | – | 0.02% | 257 |
|
|
2019
Q3 | $26K | Hold |
537
| – | – | 0.02% | 252 |
|
|
2019
Q2 | $22K | Hold |
537
| – | – | 0.02% | 240 |
|
|
2019
Q1 | $23K | Hold |
537
| – | – | 0.02% | 243 |
|
|
2018
Q4 | $21K | Hold |
537
| – | – | 0.02% | 236 |
|
|
2018
Q3 | $31K | Hold |
537
| – | – | 0.02% | 216 |
|
|
2018
Q2 | $36K | Hold |
537
| – | – | 0.03% | 196 |
|
|
2018
Q1 | $40K | Buy |
537
+268
| +100% | +$20K | 0.04% | 198 |
|
|
2017
Q4 | $21K | Buy |
+269
| New | +$21K | 0.02% | 240 |
|