Moneta Group Investment Advisors’s Dell DELL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,698
Closed -$201K 674
2024
Q3
$201K Buy
+1,698
New +$201K ﹤0.01% 615
2016
Q4
Sell
-19,976
Closed -$268K 170
2016
Q3
$268K Buy
+19,976
New +$268K 0.06% 113