MPS Loria Financial Planners’s Dell DELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-397
| Closed | -$17K | – | 220 |
|
|
2021
Q1 | $17K | Sell |
397
-404
| -50% | -$17.3K | 0.01% | 248 |
|
|
2020
Q4 | $29K | Hold |
801
| – | – | 0.01% | 205 |
|
|
2020
Q3 | $27K | Hold |
801
| – | – | 0.01% | 180 |
|
|
2020
Q2 | $22K | Buy |
+801
| New | +$22K | 0.01% | 192 |
|
|
2017
Q3 | – | Sell |
-795
| Closed | -$15K | – | 146 |
|
|
2017
Q2 | $15K | Buy |
+795
| New | +$15K | 0.01% | 258 |
|