Gradient Investments’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 |
-99
| Closed | -$13.7K | – | 536 |
|
|
2024
Q2 | $13.7K | Buy |
99
+46
| +87% | +$6.34K | ﹤0.01% | 689 |
|
|
2024
Q1 | $6.05K | Sell |
53
-37
| -41% | -$4.22K | ﹤0.01% | 698 |
|
|
2023
Q4 | $6.89K | Hold |
90
| – | – | ﹤0.01% | 910 |
|
|
2023
Q3 | $6.2K | Hold |
90
| – | – | ﹤0.01% | 902 |
|
|
2023
Q2 | $4.87K | Buy |
90
+12
| +15% | +$649 | ﹤0.01% | 958 |
|
|
2023
Q1 | $3.14K | Buy |
78
+25
| +47% | +$1.01K | ﹤0.01% | 1040 |
|
|
2022
Q4 | $2.13K | Hold |
53
| – | – | ﹤0.01% | 1074 |
|
|
2022
Q3 | $2K | Hold |
53
| – | – | ﹤0.01% | 1128 |
|
|
2022
Q2 | $2K | Hold |
53
| – | – | ﹤0.01% | 1035 |
|
|
2022
Q1 | $3K | Hold |
53
| – | – | ﹤0.01% | 961 |
|
|
2021
Q4 | $3K | Sell |
53
-89
| -63% | -$5.04K | ﹤0.01% | 1007 |
|
|
2021
Q3 | $7K | Hold |
142
| – | – | ﹤0.01% | 828 |
|
|
2021
Q2 | $7K | Buy |
142
+28
| +25% | +$1.38K | ﹤0.01% | 817 |
|
|
2021
Q1 | $5K | Hold |
114
| – | – | ﹤0.01% | 877 |
|
|
2020
Q4 | $4K | Hold |
114
| – | – | ﹤0.01% | 831 |
|
|
2020
Q3 | $4K | Hold |
114
| – | – | ﹤0.01% | 837 |
|
|
2020
Q2 | $3K | Hold |
114
| – | – | ﹤0.01% | 822 |
|
|
2020
Q1 | $2K | Hold |
114
| – | – | ﹤0.01% | 901 |
|
|
2019
Q4 | $3K | Hold |
114
| – | – | ﹤0.01% | 883 |
|
|
2019
Q3 | $3K | Hold |
114
| – | – | ﹤0.01% | 862 |
|
|
2019
Q2 | $3K | Buy |
114
+77
| +208% | +$2.03K | ﹤0.01% | 823 |
|
|
2019
Q1 | $1K | Buy |
+37
| New | +$1K | ﹤0.01% | 782 |
|
|
2018
Q4 | – | Sell |
-132
| Closed | -$4K | – | 949 |
|
|
2018
Q3 | $4K | Buy |
132
+14
| +12% | +$424 | ﹤0.01% | 764 |
|
|
2018
Q2 | $3K | Hold |
118
| – | – | ﹤0.01% | 763 |
|
|
2018
Q1 | $2K | Sell |
118
-17
| -13% | -$288 | ﹤0.01% | 814 |
|
|
2017
Q4 | $3K | Buy |
+135
| New | +$3K | ﹤0.01% | 748 |
|
|
2017
Q3 | – | Sell |
-135
| Closed | -$2K | – | 335 |
|
|
2017
Q2 | $2K | Hold |
135
| – | – | ﹤0.01% | 677 |
|
|
2017
Q1 | $2K | Buy |
135
+17
| +14% | +$252 | ﹤0.01% | 680 |
|
|
2016
Q4 | $2K | Buy |
118
+79
| +203% | +$1.34K | ﹤0.01% | 614 |
|
|
2016
Q3 | $1K | Buy |
+39
| New | +$1K | ﹤0.01% | 638 |
|