Foundations Investment 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 | $313K | Buy |
+2,550
| New | +$313K | ﹤0.01% | 729 |
|
|
2025
Q1 | – | Sell |
-4,388
| Closed | -$506K | – | 875 |
|
|
2024
Q4 | $506K | Buy |
4,388
+653
| +17% | +$75.3K | 0.01% | 536 |
|
|
2024
Q3 | $443K | Buy |
3,735
+1,280
| +52% | +$152K | 0.01% | 545 |
|
|
2024
Q2 | $339K | Sell |
2,455
-650
| -21% | -$89.7K | 0.01% | 578 |
|
|
2024
Q1 | $354K | Buy |
+3,105
| New | +$354K | 0.01% | 542 |
|