Private Wealth Strategies’s Dell DELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $460K | Buy |
+3,334
| New | +$460K | 0.09% | 46 |
|
|
2024
Q1 | – | Sell |
-3,308
| Closed | -$253K | – | 74 |
|
|
2023
Q4 | $253K | Buy |
+3,308
| New | +$253K | 0.06% | 61 |
|
|
2021
Q4 | – | Sell |
-6,556
| Closed | -$346K | – | 80 |
|
|
2021
Q3 | $346K | Hold |
6,556
| – | – | 0.09% | 60 |
|
|
2021
Q2 | $331K | Hold |
6,556
| – | – | 0.09% | 61 |
|
|
2021
Q1 | $293K | Hold |
6,556
| – | – | 0.08% | 59 |
|
|
2020
Q4 | $244K | Hold |
6,556
| – | – | 0.07% | 64 |
|
|
2020
Q3 | $225K | Buy |
+6,556
| New | +$225K | 0.08% | 61 |
|