WFG Advisors’s Deluxe DLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $7K | Hold |
95
| – | – | ﹤0.01% | 1211 |
|
|
2017
Q1 | $7K | Hold |
95
| – | – | ﹤0.01% | 1150 |
|
|
2016
Q4 | $7K | Hold |
95
| – | – | ﹤0.01% | 1192 |
|
|
2016
Q3 | $6K | Hold |
95
| – | – | ﹤0.01% | 1231 |
|
|
2016
Q2 | $6K | Hold |
95
| – | – | ﹤0.01% | 1199 |
|
|
2016
Q1 | $6K | Hold |
95
| – | – | ﹤0.01% | 1152 |
|
|
2015
Q4 | $5K | Hold |
95
| – | – | ﹤0.01% | 1217 |
|
|
2015
Q3 | $5K | Buy |
+95
| New | +$5K | ﹤0.01% | 1250 |
|
|
2014
Q1 | – | Sell |
-46
| Closed | -$2K | – | 2019 |
|
|
2013
Q4 | $2K | Hold |
46
| – | – | ﹤0.01% | 1955 |
|
|
2013
Q3 | $2K | Hold |
46
| – | – | ﹤0.01% | 1923 |
|
|
2013
Q2 | $2K | Buy |
+46
| New | +$2K | ﹤0.01% | 1840 |
|