Financial Advocates Investment Management’s Dell DELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-578
| Closed | -$79.7K | – | 758 |
|
|
2024
Q2 | $79.7K | Sell |
578
-3,631
| -86% | -$500K | ﹤0.01% | 700 |
|
|
2024
Q1 | $480K | Sell |
4,209
-96
| -2% | -$11K | 0.03% | 459 |
|
|
2023
Q4 | $329K | Sell |
4,305
-223
| -5% | -$17.1K | 0.02% | 525 |
|
|
2023
Q3 | $312K | Buy |
4,528
+701
| +18% | +$48.3K | 0.02% | 506 |
|
|
2023
Q2 | $207K | Buy |
+3,827
| New | +$207K | 0.01% | 641 |
|