Global Wealth Management Investment Advisory’s Dell DELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-45
| Closed | -$3K | – | 499 |
|
|
2021
Q4 | $3K | Sell |
45
-44
| -49% | -$2.93K | ﹤0.01% | 377 |
|
|
2021
Q3 | $5K | Hold |
89
| – | – | ﹤0.01% | 353 |
|
|
2021
Q2 | $4K | Hold |
89
| – | – | ﹤0.01% | 354 |
|
|
2021
Q1 | $4K | Sell |
89
-193
| -68% | -$8.67K | ﹤0.01% | 367 |
|
|
2020
Q4 | $10K | Hold |
282
| – | – | ﹤0.01% | 280 |
|
|
2020
Q3 | $10K | Sell |
282
-265
| -48% | -$9.4K | ﹤0.01% | 275 |
|
|
2020
Q2 | $15K | Buy |
547
+38
| +7% | +$1.04K | 0.01% | 298 |
|
|
2020
Q1 | $10K | Hold |
509
| – | – | 0.01% | 333 |
|
|
2019
Q4 | $13K | Buy |
509
+156
| +44% | +$3.98K | 0.01% | 314 |
|
|
2019
Q3 | $9K | Sell |
353
-138
| -28% | -$3.52K | ﹤0.01% | 339 |
|
|
2019
Q2 | $13K | Hold |
491
| – | – | 0.01% | 331 |
|
|
2019
Q1 | $15K | Buy |
+491
| New | +$15K | 0.01% | 332 |
|