PFG Private Wealth Management’s Dell DELL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,392
Closed -$95.9K 250
2023
Q3
$95.9K Sell
1,392
-4,003
-74% -$276K 0.07% 68
2023
Q2
$292K Sell
5,395
-715
-12% -$38.7K 0.17% 30
2023
Q1
$246K Sell
6,110
-167
-3% -$6.72K 0.16% 35
2022
Q4
$252K Buy
+6,277
New +$252K 0.16% 46