RKL Wealth Management’s Dell DELL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-3,025	Closed	-$345K	–	148
2024 Q1	$345K	Hold	3,025	–	–	0.03%	116
2023 Q4	$231K	Hold	3,025	–	–	0.03%	139
2023 Q3	$208K	Buy	+3,025	New	+$208K	0.03%	126