Verdence Capital Advisors’s Deluxe DLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-11,134
| Closed | -$337K | – | 514 |
|
|
2022
Q1 | $337K | Buy |
11,134
+919
| +9% | +$27.8K | 0.04% | 395 |
|
|
2021
Q4 | $328K | Buy |
+10,215
| New | +$328K | 0.04% | 387 |
|
|
2021
Q3 | – | Sell |
-5,772
| Closed | -$276K | – | 499 |
|
|
2021
Q2 | $276K | Sell |
5,772
-1,929
| -25% | -$92.2K | 0.04% | 386 |
|
|
2021
Q1 | $323K | Buy |
7,701
+664
| +9% | +$27.9K | 0.05% | 340 |
|
|
2020
Q4 | $205K | Buy |
+7,037
| New | +$205K | 0.04% | 390 |
|