USA Financial Formulas’s Deluxe DLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-6,203
| Closed | -$414K | – | 275 |
|
|
2016
Q3 | $414K | Sell |
6,203
-20,037
| -76% | -$1.34M | 0.11% | 172 |
|
|
2016
Q2 | $1.74M | Buy |
+26,240
| New | +$1.74M | 0.48% | 64 |
|
|
2015
Q3 | – | Sell |
-35,324
| Closed | -$2.19M | – | 121 |
|
|
2015
Q2 | $2.19M | Buy |
35,324
+2,323
| +7% | +$144K | 0.67% | 42 |
|
|
2015
Q1 | $2.29M | Buy |
+33,001
| New | +$2.29M | 0.75% | 46 |
|