Edge Wealth Management’s Dell DELL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-59
| Closed | -$3K | – | 199 |
|
2021
Q4 | $3K | Sell |
59
-57
| -49% | -$2.9K | ﹤0.01% | 380 |
|
2021
Q3 | $6K | Hold |
116
| – | – | ﹤0.01% | 333 |
|
2021
Q2 | $6K | Hold |
116
| – | – | ﹤0.01% | 333 |
|
2021
Q1 | $5K | Hold |
116
| – | – | ﹤0.01% | 334 |
|
2020
Q4 | $4K | Buy |
+116
| New | +$4K | ﹤0.01% | 304 |
|
2020
Q2 | – | Sell |
-612
| Closed | -$12K | – | 676 |
|
2020
Q1 | $12K | Hold |
612
| – | – | ﹤0.01% | 375 |
|
2019
Q4 | $16K | Hold |
612
| – | – | ﹤0.01% | 360 |
|
2019
Q3 | $16K | Buy |
+612
| New | +$16K | ﹤0.01% | 348 |
|