Heritage Wealth Management (Arizona)’s Dell DELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $16.6K | Buy |
412
+206
| +100% | +$8.29K | ﹤0.01% | 701 |
|
|
2022
Q3 | $7K | Buy |
206
+46
| +29% | +$1.56K | ﹤0.01% | 705 |
|
|
2022
Q2 | $7.39K | Hold |
160
| – | – | ﹤0.01% | 715 |
|
|
2022
Q1 | $8K | Buy |
+160
| New | +$8K | ﹤0.01% | 735 |
|
|
2021
Q3 | $17K | Hold |
316
| – | – | 0.01% | 577 |
|
|
2021
Q2 | $16K | Hold |
316
| – | – | 0.01% | 591 |
|
|
2021
Q1 | $14K | Buy |
+316
| New | +$14K | 0.01% | 531 |
|