WBI Investments’s Deluxe DLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-122,891
| Closed | -$8.51M | – | 309 |
|
|
2017
Q2 | $8.51M | Buy |
122,891
+95,035
| +341% | +$6.58M | 0.37% | 54 |
|
|
2017
Q1 | $2.01M | Buy |
+27,856
| New | +$2.01M | 0.09% | 156 |
|
|
2016
Q4 | – | Sell |
-57,965
| Closed | -$3.87M | – | 305 |
|
|
2016
Q3 | $3.87M | Buy |
+57,965
| New | +$3.87M | 0.15% | 98 |
|
|
2015
Q2 | – | Sell |
-11,145
| Closed | -$772K | – | 231 |
|
|
2015
Q1 | $772K | Buy |
+11,145
| New | +$772K | 0.02% | 192 |
|