Cassady Schiller Wealth Management’s Dell DELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.77K | Buy |
24
+17
| +243% | +$1.96K | ﹤0.01% | 518 |
|
|
2024
Q3 | $830 | Hold |
7
| – | – | ﹤0.01% | 429 |
|
|
2024
Q2 | $965 | Hold |
7
| – | – | ﹤0.01% | 428 |
|
|
2024
Q1 | $799 | Hold |
7
| – | – | ﹤0.01% | 463 |
|
|
2023
Q4 | $536 | Hold |
7
| – | – | ﹤0.01% | 419 |
|
|
2023
Q3 | $482 | Hold |
7
| – | – | ﹤0.01% | 436 |
|
|
2023
Q2 | $379 | Hold |
7
| – | – | ﹤0.01% | 456 |
|
|
2023
Q1 | $281 | Hold |
7
| – | – | ﹤0.01% | 441 |
|
|
2022
Q4 | $282 | Buy |
+7
| New | +$282 | ﹤0.01% | 457 |
|
|
2022
Q1 | – | Sell |
-7
| Closed | – | – | 225 |
|
|
2021
Q4 | $0 | Buy |
+7
| New | – | ﹤0.01% | 570 |
|