Westside Investment Management’s Deluxe DLX Stock Holding History

Westside Investment Management’s Portfolio DLX Stock Details DLX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$608K	Sell	38,210 -6,160	-14%	-$98K	0.11%	151
2025 Q1	$701K	Sell	44,370 -4,050	-8%	-$64K	0.15%	132
2024 Q4	$1.09M	Sell	48,420 -285	-0.6%	-$6.44K	0.23%	106
2024 Q3	$949K	Sell	48,705 -2,075	-4%	-$40.4K	0.2%	120
2024 Q2	$1.14M	Sell	50,780 -2,330	-4%	-$52.3K	0.26%	96
2024 Q1	$1.09M	Sell	53,110 -7,875	-13%	-$162K	0.26%	96
2023 Q4	$1.31M	Sell	60,985 -3,225	-5%	-$69.2K	0.33%	74
2023 Q3	$1.21M	Sell	64,210 -2,030	-3%	-$38.3K	0.35%	75
2023 Q2	$1.16M	Sell	66,240 -2,190	-3%	-$38.3K	0.33%	79
2023 Q1	$1.09M	Sell	68,430 -9,265	-12%	-$148K	0.32%	83
2022 Q4	$1.32K	Buy	77,695 +6,410	+9%	+$109	﹤0.01%	249
2022 Q3	$1.19K	Buy	71,285 +1,195	+2%	+$20	﹤0.01%	260
2022 Q2	$1.52K	Buy	70,090 +2,625	+4%	+$57	﹤0.01%	247
2022 Q1	$2.04K	Buy	67,465 +8,255	+14%	+$250	﹤0.01%	241
2021 Q4	$1.9K	Buy	59,210 +1,565	+3%	+$50	﹤0.01%	236
2021 Q3	$2.07K	Buy	57,645 +4,610	+9%	+$165	﹤0.01%	231
2021 Q2	$2.53K	Buy	53,035 +285	+0.5%	+$14	0.01%	218
2021 Q1	$2.21K	Sell	52,750 -2,940	-5%	-$123	0.01%	209
2020 Q4	$1.63K	Buy	55,690 +11,590	+26%	+$338	﹤0.01%	177
2020 Q3	$1.13K	Buy	44,100 +4,780	+12%	+$123	﹤0.01%	195
2020 Q2	$925	Buy	39,320 +5,650	+17%	+$133	﹤0.01%	183
2020 Q1	$873	Buy	+33,670	New	+$873	﹤0.01%	188
2019 Q2	$760	Buy	+18,715	New	+$760	﹤0.01%	128
2018 Q4	$352K	Buy	9,155 +3,565	+64%	+$137K	0.13%	113
2018 Q3	$310K	Hold	5,590	–	–	0.1%	118
2018 Q2	$372K	Hold	5,590	–	–	0.13%	112
2018 Q1	$406K	Hold	5,590	–	–	0.22%	99
2017 Q4	$434K	Hold	5,590	–	–	0.24%	94
2017 Q3	$410K	Hold	5,590	–	–	0.25%	90
2017 Q2	$394K	Hold	5,590	–	–	0.26%	88
2017 Q1	$380K	Buy	5,590 +4,200	+302%	+$285K	0.18%	84
2016 Q4	$101K	Buy	+1,390	New	+$101K	0.07%	138