Mascoma Wealth Management’s Dell DELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-83
| Closed | -$2K | – | 140 |
|
|
2019
Q2 | $2K | Hold |
83
| – | – | ﹤0.01% | 343 |
|
|
2019
Q1 | $2K | Sell |
83
-8
| -9% | -$193 | ﹤0.01% | 350 |
|
|
2018
Q4 | $4K | Sell |
91
-472
| -84% | -$20.7K | ﹤0.01% | 304 |
|
|
2018
Q3 | $15K | Sell |
563
-157
| -22% | -$4.18K | 0.01% | 257 |
|
|
2018
Q2 | $17K | Hold |
720
| – | – | 0.01% | 234 |
|
|
2018
Q1 | $15K | Hold |
720
| – | – | 0.01% | 242 |
|
|
2017
Q4 | $14K | Sell |
720
-221
| -23% | -$4.3K | 0.01% | 240 |
|
|
2017
Q3 | $20K | Hold |
941
| – | – | 0.01% | 230 |
|
|
2017
Q2 | $16K | Sell |
941
-552
| -37% | -$9.39K | 0.01% | 252 |
|
|
2017
Q1 | $27K | Sell |
1,493
-89
| -6% | -$1.61K | 0.02% | 190 |
|
|
2016
Q4 | $24K | Buy |
+1,582
| New | +$24K | 0.02% | 196 |
|