Claro Advisors’s Dell DELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,988
| Closed | -$229K | – | 516 |
|
|
2024
Q4 | $229K | Sell |
1,988
-1,099
| -36% | -$127K | 0.03% | 426 |
|
|
2024
Q3 | $366K | Buy |
+3,087
| New | +$366K | 0.05% | 327 |
|
|
2019
Q1 | – | Sell |
-408
| Closed | -$20K | – | 331 |
|
|
2018
Q4 | $20K | Buy |
+408
| New | +$20K | 0.02% | 541 |
|