Lenox Wealth Management’s Dell DELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $9K | Sell |
343
-129
| -27% | -$3.39K | ﹤0.01% | 445 |
|
|
2020
Q1 | $9K | Sell |
472
-15
| -3% | -$286 | ﹤0.01% | 405 |
|
|
2019
Q4 | $13K | Sell |
487
-239
| -33% | -$6.38K | ﹤0.01% | 403 |
|
|
2019
Q3 | $19K | Sell |
726
-22
| -3% | -$576 | 0.01% | 368 |
|
|
2019
Q2 | $19K | Hold |
748
| – | – | 0.01% | 351 |
|
|
2019
Q1 | $22K | Buy |
748
+332
| +80% | +$9.77K | 0.01% | 337 |
|
|
2018
Q4 | $17K | Sell |
416
-336
| -45% | -$13.7K | 0.01% | 316 |
|
|
2018
Q3 | $20K | Sell |
752
-85
| -10% | -$2.26K | 0.01% | 324 |
|
|
2018
Q2 | $20K | Hold |
837
| – | – | 0.01% | 292 |
|
|
2018
Q1 | $17K | Hold |
837
| – | – | 0.01% | 307 |
|
|
2017
Q4 | $19K | Hold |
837
| – | – | 0.01% | 318 |
|
|
2017
Q3 | $18K | Sell |
837
-7
| -0.8% | -$151 | 0.01% | 332 |
|
|
2017
Q2 | $14K | Buy |
+844
| New | +$14K | 0.01% | 338 |
|