Exencial Wealth Advisors’s Dell DELL Stock Holding History

Exencial Wealth Advisors’s Portfolio DELL Stock Details DELL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$209K	Sell
2025 Q2	$551K	Buy
2025 Q1	$374K	Sell
2024 Q4	$474K	Buy
2024 Q3	$487K	Sell
2024 Q2	$569K	Buy
2024 Q1	$464K	Buy