TrueWealth LLC’s Deluxe DLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-250
| Closed | -$12K | – | 734 |
|
|
2019
Q4 | $12K | Hold |
250
| – | – | ﹤0.01% | 434 |
|
|
2019
Q3 | $12K | Hold |
250
| – | – | 0.01% | 428 |
|
|
2019
Q2 | $10K | Sell |
250
-704
| -74% | -$28.2K | ﹤0.01% | 454 |
|
|
2019
Q1 | $42K | Buy |
954
+704
| +282% | +$31K | 0.02% | 277 |
|
|
2018
Q4 | $10K | Hold |
250
| – | – | 0.01% | 436 |
|
|
2018
Q3 | $14K | Hold |
250
| – | – | 0.01% | 427 |
|
|
2018
Q2 | $17K | Hold |
250
| – | – | 0.01% | 408 |
|
|
2018
Q1 | $19K | Hold |
250
| – | – | 0.01% | 366 |
|
|
2017
Q4 | $19K | Buy |
+250
| New | +$19K | 0.01% | 398 |
|