AllSquare Wealth Management’s Dell DELL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-500
Closed -$45.6K 541
2025
Q1
$45.6K Hold
500
0.03% 218
2024
Q4
$57.6K Buy
500
+67
+15% +$7.72K 0.03% 200
2024
Q3
$51.3K Buy
433
+172
+66% +$20.4K 0.03% 215
2024
Q2
$36K Buy
+261
New +$36K 0.02% 241
2017
Q1
Sell
-39
Closed -$1K 374
2016
Q4
$1K Hold
39
﹤0.01% 321
2016
Q3
$1K Buy
+39
New +$1K ﹤0.01% 305