Weld Capital Management’s Deluxe DLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-48,881
| Closed | -$2.44M | – | 501 |
|
|
2019
Q4 | $2.44M | Buy |
48,881
+30,115
| +160% | +$1.5M | 0.47% | 36 |
|
|
2019
Q3 | $923K | Buy |
+18,766
| New | +$923K | 0.17% | 181 |
|
|
2019
Q2 | – | Sell |
-8,022
| Closed | -$351K | – | 789 |
|
|
2019
Q1 | $351K | Sell |
8,022
-18,463
| -70% | -$808K | 0.06% | 473 |
|
|
2018
Q4 | $1.02M | Buy |
+26,485
| New | +$1.02M | 0.23% | 132 |
|