CWA
Clarus Wealth Advisors’s Dell DELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,191
| Closed | -$792K | – | 95 |
|
|
2024
Q4 | $792K | Buy |
7,191
+975
| +16% | +$107K | 0.39% | 63 |
|
|
2024
Q3 | $740K | Buy |
6,216
+1,578
| +34% | +$188K | 0.38% | 55 |
|
|
2024
Q2 | $676K | Buy |
+4,638
| New | +$676K | 0.36% | 56 |
|
|
2021
Q3 | – | Sell |
-4,388
| Closed | -$426K | – | 104 |
|
|
2021
Q2 | $426K | Buy |
+4,388
| New | +$426K | 0.27% | 68 |
|
|
2018
Q4 | – | Sell |
-66
| Closed | -$6K | – | 677 |
|
|
2018
Q3 | $6K | Hold |
66
| – | – | ﹤0.01% | 591 |
|
|
2018
Q2 | $5K | Buy |
+66
| New | +$5K | ﹤0.01% | 607 |
|