Berman Capital Advisors’s Dell DELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $94K | Buy |
1,791
+495
| +38% | +$26K | 0.01% | 459 |
|
|
2021
Q2 | $65K | Buy |
1,296
+730
| +129% | +$36.6K | 0.01% | 492 |
|
|
2021
Q1 | $25K | Buy |
566
+16
| +3% | +$707 | 0.01% | 711 |
|
|
2020
Q4 | $20K | Buy |
550
+21
| +4% | +$764 | ﹤0.01% | 669 |
|
|
2020
Q3 | $18K | Hold |
529
| – | – | 0.01% | 618 |
|
|
2020
Q2 | $14K | Buy |
529
+63
| +14% | +$1.67K | ﹤0.01% | 644 |
|
|
2020
Q1 | $9K | Buy |
466
+265
| +132% | +$5.12K | ﹤0.01% | 687 |
|
|
2019
Q4 | $5K | Hold |
201
| – | – | ﹤0.01% | 966 |
|
|
2019
Q3 | $5K | Hold |
201
| – | – | ﹤0.01% | 937 |
|
|
2019
Q2 | $5K | Buy |
201
+35
| +21% | +$871 | ﹤0.01% | 945 |
|
|
2019
Q1 | $4K | Buy |
+166
| New | +$4K | ﹤0.01% | 910 |
|