Burt Wealth Advisors’s Dell DELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-298
| Closed | -$9K | – | 349 |
|
|
2019
Q1 | $9K | Buy |
+298
| New | +$9K | ﹤0.01% | 279 |
|
|
2018
Q4 | – | Sell |
-299
| Closed | -$8K | – | 360 |
|
|
2018
Q3 | $8K | Hold |
299
| – | – | ﹤0.01% | 304 |
|
|
2018
Q2 | $7K | Hold |
299
| – | – | ﹤0.01% | 297 |
|
|
2018
Q1 | $6K | Sell |
299
-79
| -21% | -$1.59K | ﹤0.01% | 306 |
|
|
2017
Q4 | $9K | Buy |
378
+79
| +26% | +$1.88K | 0.01% | 277 |
|
|
2017
Q3 | $6K | Hold |
299
| – | – | ﹤0.01% | 291 |
|
|
2017
Q2 | $5K | Hold |
299
| – | – | ﹤0.01% | 330 |
|
|
2017
Q1 | $5K | Hold |
299
| – | – | ﹤0.01% | 296 |
|
|
2016
Q4 | $5K | Sell |
299
-1,269
| -81% | -$21.2K | ﹤0.01% | 317 |
|
|
2016
Q3 | $21K | Buy |
+1,568
| New | +$21K | 0.02% | 215 |
|