Clearview Wealth Advisors’s Dell DELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $379K | Buy |
3,091
+14
| +0.5% | +$1.72K | 0.26% | 72 |
|
|
2025
Q1 | $280K | Buy |
+3,077
| New | +$280K | 0.21% | 89 |
|
|
2021
Q4 | – | Sell |
-110
| Closed | -$6K | – | 701 |
|
|
2021
Q3 | $6K | Hold |
110
| – | – | ﹤0.01% | 477 |
|
|
2021
Q2 | $6K | Hold |
110
| – | – | ﹤0.01% | 487 |
|
|
2021
Q1 | $5K | Hold |
110
| – | – | ﹤0.01% | 479 |
|
|
2020
Q4 | $4K | Buy |
+110
| New | +$4K | ﹤0.01% | 460 |
|