KFS
Kaizen Financial Strategies’s Dell DELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,800
| Closed | -$434K | – | 136 |
|
|
2024
Q1 | $434K | Hold |
3,800
| – | – | 0.29% | 63 |
|
|
2023
Q4 | $291K | Hold |
3,800
| – | – | 0.22% | 79 |
|
|
2023
Q3 | $262K | Sell |
3,800
-200
| -5% | -$13.8K | 0.22% | 78 |
|
|
2023
Q2 | $217K | Buy |
+4,000
| New | +$217K | 0.19% | 104 |
|