USCA RIA’s Deluxe DLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-24,111
| Closed | -$1.32M | – | 362 |
|
|
2015
Q4 | $1.32M | Buy |
24,111
+6,160
| +34% | +$336K | 0.28% | 111 |
|
|
2015
Q3 | $1M | Buy |
17,951
+945
| +6% | +$52.7K | 0.25% | 119 |
|
|
2015
Q2 | $1.05M | Buy |
17,006
+450
| +3% | +$27.9K | 0.28% | 109 |
|
|
2015
Q1 | $1.15M | Buy |
+16,556
| New | +$1.15M | 0.31% | 92 |
|