TCI Wealth Advisors’s Deluxe DLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-322
| Closed | -$5.15K | – | 750 |
|
|
2023
Q1 | $5.15K | Sell |
322
-175
| -35% | -$2.8K | ﹤0.01% | 1506 |
|
|
2022
Q4 | $8.44K | Buy |
+497
| New | +$8.44K | ﹤0.01% | 1186 |
|
|
2022
Q3 | – | Sell |
-484
| Closed | -$10K | – | 2315 |
|
|
2022
Q2 | $10K | Buy |
484
+360
| +290% | +$7.44K | ﹤0.01% | 996 |
|
|
2022
Q1 | $4K | Hold |
124
| – | – | ﹤0.01% | 1687 |
|
|
2021
Q4 | $4K | Buy |
124
+33
| +36% | +$1.07K | ﹤0.01% | 1792 |
|
|
2021
Q3 | $3K | Buy |
91
+36
| +65% | +$1.19K | ﹤0.01% | 1905 |
|
|
2021
Q2 | $3K | Buy |
55
+9
| +20% | +$491 | ﹤0.01% | 1714 |
|
|
2021
Q1 | $2K | Buy |
+46
| New | +$2K | ﹤0.01% | 1700 |
|
|
2020
Q4 | – | Sell |
-63
| Closed | -$2K | – | 1543 |
|
|
2020
Q3 | $2K | Buy |
+63
| New | +$2K | ﹤0.01% | 1078 |
|