Wealthspire Advisors (Maryland)’s Deluxe DLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-20
| Closed | -$1K | – | 868 |
|
|
2019
Q1 | $1K | Buy |
20
+8
| +67% | +$400 | ﹤0.01% | 2319 |
|
|
2018
Q4 | $0 | Buy |
12
+4
| +50% | – | ﹤0.01% | 2458 |
|
|
2018
Q3 | $0 | Sell |
8
-15
| -65% | – | ﹤0.01% | 2407 |
|
|
2018
Q2 | $2K | Hold |
23
| – | – | ﹤0.01% | 2137 |
|
|
2018
Q1 | $2K | Sell |
23
-5
| -18% | -$435 | ﹤0.01% | 2150 |
|
|
2017
Q4 | $2K | Buy |
28
+5
| +22% | +$357 | ﹤0.01% | 2107 |
|
|
2017
Q3 | $2K | Buy |
23
+11
| +92% | +$957 | ﹤0.01% | 1969 |
|
|
2017
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 2075 |
|
|
2017
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 1788 |
|
|
2016
Q4 | $1K | Buy |
12
+8
| +200% | +$667 | ﹤0.01% | 1637 |
|
|
2016
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 1747 |
|
|
2016
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 1717 |
|
|
2016
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 1764 |
|
|
2015
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1727 |
|