Omnia Family Wealth’s Dell DELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-37
| Closed | -$1K | – | 206 |
|
|
2019
Q1 | $1K | Buy |
37
+15
| +68% | +$405 | ﹤0.01% | 526 |
|
|
2018
Q4 | $1K | Sell |
22
-17
| -44% | -$773 | ﹤0.01% | 487 |
|
|
2018
Q3 | $1K | Hold |
39
| – | – | ﹤0.01% | 533 |
|
|
2018
Q2 | $1K | Hold |
39
| – | – | ﹤0.01% | 511 |
|
|
2018
Q1 | $1K | Hold |
39
| – | – | ﹤0.01% | 536 |
|
|
2017
Q4 | $1K | Hold |
39
| – | – | ﹤0.01% | 552 |
|
|
2017
Q3 | $1K | Sell |
39
-75
| -66% | -$1.92K | ﹤0.01% | 556 |
|
|
2017
Q2 | $2K | Hold |
114
| – | – | ﹤0.01% | 578 |
|
|
2017
Q1 | $2K | Hold |
114
| – | – | ﹤0.01% | 573 |
|
|
2016
Q4 | $2K | Buy |
+114
| New | +$2K | ﹤0.01% | 578 |
|