Northwest Financial 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
-806
Closed -$95.5K 202
2024
Q3
$95.5K Buy
+806
New +$95.5K 0.08% 160
2024
Q1
Sell
-731
Closed -$55.9K 182
2023
Q4
$55.9K Buy
+731
New +$55.9K 0.05% 196