Financial Synergies Wealth Advisors’s Dell DELL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-18
Closed -$974 507
2023
Q2
$974 Buy
+18
New +$974 ﹤0.01% 377
2022
Q3
Sell
-7
Closed -$324 483
2022
Q2
$324 Buy
+7
New +$324 ﹤0.01% 433