CW
Connectus Wealth’s Dell DELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $702K | Buy |
+6,153
| New | +$702K | 0.02% | 270 |
|
|
2022
Q3 | – | Sell |
-397,269
| Closed | -$18.4M | – | 507 |
|
|
2022
Q2 | $18.4M | Buy |
397,269
+192,574
| +94% | +$8.91M | 0.42% | 73 |
|
|
2022
Q1 | $11.5M | Sell |
204,695
-3,569
| -2% | -$200K | 0.36% | 74 |
|
|
2021
Q4 | $11.7M | Buy |
+208,264
| New | +$11.7M | 0.45% | 49 |
|