Keebeck Wealth Management’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 |
-1,561
| Closed | -$215K | – | 258 |
|
2024
Q2 | $215K | Buy |
+1,561
| New | +$215K | 0.03% | 245 |
|
2020
Q3 | – | Sell |
-505
| Closed | -$14K | – | 222 |
|
2020
Q2 | $14K | Buy |
+505
| New | +$14K | ﹤0.01% | 292 |
|
2020
Q1 | – | Sell |
-2,182
| Closed | -$56K | – | 184 |
|
2019
Q4 | $56K | Buy |
+2,182
| New | +$56K | 0.02% | 209 |
|