IBEX Wealth 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 | $354K | Buy |
+2,890
| New | +$354K | 0.04% | 162 |
|
|
2025
Q1 | – | Sell |
-2,766
| Closed | -$319K | – | 140 |
|
|
2024
Q4 | $319K | Buy |
+2,766
| New | +$319K | 0.04% | 169 |
|
|
2024
Q3 | – | Sell |
-2,751
| Closed | -$379K | – | 121 |
|
|
2024
Q2 | $379K | Buy |
+2,751
| New | +$379K | 0.06% | 100 |
|
|
2024
Q1 | – | Sell |
-3
| Closed | -$209 | – | 125 |
|
|
2023
Q4 | $209 | Buy |
+3
| New | +$209 | 0.05% | 107 |
|
|
2021
Q4 | – | Sell |
-1,746
| Closed | -$92K | – | 241 |
|
|
2021
Q3 | $92K | Buy |
+1,746
| New | +$92K | 0.02% | 230 |
|
|
2019
Q3 | – | Sell |
-1,217
| Closed | -$31K | – | 134 |
|
|
2019
Q2 | $31K | Buy |
+1,217
| New | +$31K | 0.01% | 248 |
|
|
2017
Q1 | – | Sell |
-1,229
| Closed | -$20K | – | 142 |
|
|
2016
Q4 | $20K | Buy |
+1,229
| New | +$20K | 0.01% | 225 |
|