Crewe 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 | – | Sell |
-15
| Closed | -$1.37K | – | 767 |
|
|
2025
Q1 | $1.37K | Sell |
15
-235
| -94% | -$21.4K | ﹤0.01% | 564 |
|
|
2024
Q4 | $28.8K | Hold |
250
| – | – | ﹤0.01% | 323 |
|
|
2024
Q3 | $29.6K | Hold |
250
| – | – | ﹤0.01% | 357 |
|
|
2024
Q2 | $34.5K | Buy |
+250
| New | +$34.5K | ﹤0.01% | 441 |
|
|
2023
Q4 | – | Sell |
-5
| Closed | -$345 | – | 488 |
|
|
2023
Q3 | $345 | Buy |
5
+2
| +67% | +$138 | ﹤0.01% | 411 |
|
|
2023
Q2 | $163 | Buy |
+3
| New | +$163 | ﹤0.01% | 746 |
|
|
2023
Q1 | – | Sell |
-84
| Closed | -$3.38K | – | 869 |
|
|
2022
Q4 | $3.38K | Sell |
84
-133
| -61% | -$5.35K | ﹤0.01% | 753 |
|
|
2022
Q3 | $7K | Buy |
217
+42
| +24% | +$1.36K | ﹤0.01% | 756 |
|
|
2022
Q2 | $8K | Sell |
175
-125
| -42% | -$5.71K | ﹤0.01% | 648 |
|
|
2022
Q1 | $15K | Hold |
300
| – | – | ﹤0.01% | 321 |
|
|
2021
Q4 | $17K | Buy |
+300
| New | +$17K | ﹤0.01% | 270 |
|