MinichMacGregor Wealth Management’s Dell DELL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-472
| Closed | -$19K | – | 222 |
|
2022
Q4 | $19K | Buy |
+472
| New | +$19K | 0.01% | 325 |
|
2018
Q4 | – | Sell |
-224
| Closed | -$6K | – | 191 |
|
2018
Q3 | $6K | Hold |
224
| – | – | ﹤0.01% | 369 |
|
2018
Q2 | $5K | Hold |
224
| – | – | ﹤0.01% | 371 |
|
2018
Q1 | $4K | Hold |
224
| – | – | ﹤0.01% | 385 |
|
2017
Q4 | $5K | Hold |
224
| – | – | ﹤0.01% | 365 |
|
2017
Q3 | $4K | Hold |
224
| – | – | ﹤0.01% | 360 |
|
2017
Q2 | $3K | Hold |
224
| – | – | ﹤0.01% | 372 |
|
2017
Q1 | $4K | Hold |
224
| – | – | ﹤0.01% | 353 |
|
2016
Q4 | $3K | Sell |
224
-36
| -14% | -$482 | ﹤0.01% | 362 |
|
2016
Q3 | $3K | Buy |
+260
| New | +$3K | ﹤0.01% | 356 |
|