Rockefeller Financial Services’s Dell DELL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q4 | $64K | Hold |
2,804
| – | – | ﹤0.01% | 402 |
|
2017
Q3 | $61K | Hold |
2,804
| – | – | ﹤0.01% | 410 |
|
2017
Q2 | $48K | Hold |
2,804
| – | – | ﹤0.01% | 382 |
|
2017
Q1 | $50K | Hold |
2,804
| – | – | ﹤0.01% | 400 |
|
2016
Q4 | $43K | Buy |
2,804
+124
| +5% | +$1.9K | ﹤0.01% | 425 |
|
2016
Q3 | $36K | Buy |
+2,680
| New | +$36K | ﹤0.01% | 408 |
|