Ropes Wealth Advisors’s Dell DELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $379K | Sell |
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|
2023
Q2 | $302K | Buy |
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|
2023
Q1 | $223K | Hold |
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|
2022
Q4 | $223K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $303K | Buy |
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|
2022
Q1 | $321K | Hold |
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|
2021
Q4 | $360K | Sell |
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|
2021
Q3 | $583K | Sell |
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|
2021
Q2 | $658K | Sell |
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|
2021
Q1 | $660K | Buy |
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|
2020
Q4 | $483K | Buy |
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|
2020
Q3 | $387K | Hold |
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|
2020
Q2 | $314K | Sell |
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|
2020
Q1 | $228K | Sell |
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|
2019
Q4 | $304K | Sell |
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|
2019
Q3 | $307K | Sell |
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|
2019
Q2 | $351K | Buy |
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|
2019
Q1 | $347K | Sell |
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|
2018
Q4 | $298K | Sell |
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|
2018
Q3 | $457K | Hold |
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|
2018
Q2 | $398K | Hold |
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|
2018
Q1 | $345K | Sell |
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|
2017
Q4 | $384K | Sell |
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|
2017
Q3 | $387K | Sell |
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|
2017
Q2 | $322K | Sell |
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|
2017
Q1 | $338K | Sell |
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|
2016
Q4 | $302K | Sell |
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|
2016
Q3 | $278K | Buy |
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