Freedman Financial Associates’s Dell DELL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-871
| Closed | -$43K | – | 98 |
|
2022
Q1 | $43K | Hold |
871
| – | – | 0.03% | 218 |
|
2021
Q4 | $49K | Sell |
871
-1,015
| -54% | -$57.1K | 0.03% | 206 |
|
2021
Q3 | $99K | Sell |
1,886
-2
| -0.1% | -$105 | 0.07% | 117 |
|
2021
Q2 | $95K | Buy |
1,888
+2
| +0.1% | +$101 | 0.07% | 114 |
|
2021
Q1 | $84K | Hold |
1,886
| – | – | 0.07% | 123 |
|
2020
Q4 | $70K | Buy |
+1,886
| New | +$70K | 0.06% | 136 |
|