Lake Street Advisors Group’s Dell DELL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $5.14M | Buy |
44,629
+21,396
| +92% | +$2.47M | 0.24% | 67 |
|
2024
Q3 | $2.75M | Sell |
23,233
-21,578
| -48% | -$2.56M | 0.13% | 86 |
|
2024
Q2 | $6.18M | Buy |
44,811
+878
| +2% | +$121K | 0.3% | 57 |
|
2024
Q1 | $5.01M | Buy |
43,933
+1,104
| +3% | +$126K | 0.23% | 68 |
|
2023
Q4 | $3.28M | Buy |
42,829
+5,856
| +16% | +$448K | 0.16% | 89 |
|
2023
Q3 | $2.55M | Buy |
+36,973
| New | +$2.55M | 0.15% | 100 |
|