OFA
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Oak Family Advisors’s Dell DELL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-15,586
Closed -$875K 141
2021
Q4
$875K Sell
15,586
-19,583
-56% -$1.1M 0.33% 60
2021
Q3
$3.66M Buy
+35,169
New +$3.66M 1.34% 14