Accel Wealth Management’s Dell DELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-650
| Closed | -$26.1K | – | 329 |
|
|
2023
Q1 | $26.1K | Hold |
650
| – | – | 0.01% | 634 |
|
|
2022
Q4 | $26.1K | Hold |
650
| – | – | 0.01% | 493 |
|
|
2022
Q3 | $24K | Hold |
650
| – | – | 0.01% | 505 |
|
|
2022
Q2 | $28K | Hold |
650
| – | – | 0.02% | 462 |
|
|
2022
Q1 | $32K | Hold |
650
| – | – | 0.02% | 453 |
|
|
2021
Q4 | $37K | Sell |
650
-632
| -49% | -$36K | 0.02% | 437 |
|
|
2021
Q3 | $68K | Hold |
1,282
| – | – | 0.04% | 275 |
|
|
2021
Q2 | $65K | Hold |
1,282
| – | – | 0.04% | 295 |
|
|
2021
Q1 | $57K | Hold |
1,282
| – | – | 0.05% | 291 |
|
|
2020
Q4 | $48K | Buy |
+1,282
| New | +$48K | 0.04% | 302 |
|