Schwarz Dygos Wheeler Investment Advisors’s Dell DELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-9,865
| Closed | -$520K | – | 135 |
|
|
2021
Q3 | $520K | Hold |
9,865
| – | – | 0.19% | 79 |
|
|
2021
Q2 | $498K | Hold |
9,865
| – | – | 0.18% | 80 |
|
|
2021
Q1 | $441K | Hold |
9,865
| – | – | 0.18% | 77 |
|
|
2020
Q4 | $366K | Hold |
9,865
| – | – | 0.18% | 74 |
|
|
2020
Q3 | $338K | Hold |
9,865
| – | – | 0.19% | 74 |
|
|
2020
Q2 | $259K | Buy |
+9,865
| New | +$259K | 0.17% | 73 |
|