Cassady Schiller Wealth Management’s Dell DELL Stock Holding History

Cassady Schiller Wealth Management’s Portfolio DELL Stock Details DELL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$2.77K	Buy
2024 Q3	$830	Hold
2024 Q2	$965	Hold
2024 Q1	$799	Hold
2023 Q4	$536	Hold
2023 Q3	$482	Hold
2023 Q2	$379	Hold
2023 Q1	$281	Hold
2022 Q4	$282	Buy
2022 Q1	–	Sell
2021 Q4	$0	Buy