OWA
Outlook Wealth Advisors’s Dell DELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,391
| Closed | -$309K | – | 274 |
|
|
2025
Q1 | $309K | Buy |
3,391
+1
| +0% | +$91 | 0.09% | 222 |
|
|
2024
Q4 | $391K | Buy |
3,390
+49
| +1% | +$5.65K | 0.11% | 180 |
|
|
2024
Q3 | $396K | Sell |
3,341
-112
| -3% | -$13.3K | 0.11% | 159 |
|
|
2024
Q2 | $476K | Buy |
+3,453
| New | +$476K | 0.15% | 136 |
|