Apriem Advisors’s Dell DELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,889
| Closed | -$261K | – | 179 |
|
|
2024
Q2 | $261K | Buy |
+1,889
| New | +$261K | 0.03% | 147 |
|
|
2017
Q2 | – | Sell |
-346
| Closed | -$6K | – | 229 |
|
|
2017
Q1 | $6K | Sell |
346
-14
| -4% | -$243 | ﹤0.01% | 454 |
|
|
2016
Q4 | $6K | Hold |
360
| – | – | ﹤0.01% | 477 |
|
|
2016
Q3 | $5K | Buy |
+360
| New | +$5K | ﹤0.01% | 458 |
|