Westside Investment Management’s Deluxe DLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $698K | Sell |
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|
2025
Q2 | $608K | Sell |
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|
2025
Q1 | $701K | Sell |
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|
2024
Q4 | $1.09M | Sell |
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|
2024
Q3 | $949K | Sell |
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|
2024
Q2 | $1.14M | Sell |
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|
2024
Q1 | $1.09M | Sell |
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|
2023
Q4 | $1.31M | Sell |
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|
2023
Q3 | $1.21M | Sell |
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|
2023
Q2 | $1.16M | Sell |
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|
2023
Q1 | $1.09M | Sell |
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|
2022
Q4 | $1.32K | Buy |
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|
2022
Q3 | $1.19K | Buy |
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|
2022
Q2 | $1.52K | Buy |
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|
2022
Q1 | $2.04K | Buy |
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|
2021
Q4 | $1.9K | Buy |
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|
2021
Q3 | $2.07K | Buy |
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|
2021
Q2 | $2.53K | Buy |
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|
2021
Q1 | $2.21K | Sell |
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|
2020
Q4 | $1.63K | Buy |
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|
2020
Q3 | $1.13K | Buy |
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|
2020
Q2 | $925 | Buy |
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|
2020
Q1 | $873 | Buy |
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|
2019
Q2 | $760 | Buy |
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|
2018
Q4 | $352K | Buy |
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|
2018
Q3 | $310K | Hold |
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|
2018
Q2 | $372K | Hold |
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|
2018
Q1 | $406K | Hold |
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|
2017
Q4 | $434K | Hold |
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|
2017
Q3 | $410K | Hold |
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|
2017
Q2 | $394K | Hold |
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|
2017
Q1 | $380K | Buy |
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|
2016
Q4 | $101K | Buy |
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