Sugarloaf 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
Q3 | – | Sell |
-7
| Closed | -$965 | – | 682 |
|
|
2024
Q2 | $965 | Hold |
7
| – | – | ﹤0.01% | 616 |
|
|
2024
Q1 | $799 | Hold |
7
| – | – | ﹤0.01% | 633 |
|
|
2023
Q4 | $536 | Hold |
7
| – | – | ﹤0.01% | 643 |
|
|
2023
Q3 | $482 | Hold |
7
| – | – | ﹤0.01% | 647 |
|
|
2023
Q2 | $379 | Hold |
7
| – | – | ﹤0.01% | 662 |
|
|
2023
Q1 | $281 | Hold |
7
| – | – | ﹤0.01% | 670 |
|
|
2022
Q4 | $282 | Hold |
7
| – | – | ﹤0.01% | 752 |
|
|
2022
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 750 |
|
|
2022
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 774 |
|
|
2022
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 720 |
|
|
2021
Q4 | $0 | Sell |
7
-7
| -50% | – | ﹤0.01% | 747 |
|
|
2021
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 704 |
|
|
2021
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 697 |
|
|
2021
Q1 | $1 | Hold |
14
| – | – | ﹤0.01% | 699 |
|
|
2020
Q4 | $1K | Hold |
14
| – | – | ﹤0.01% | 667 |
|
|
2020
Q3 | $0 | Hold |
14
| – | – | ﹤0.01% | 678 |
|
|
2020
Q2 | $0 | Hold |
14
| – | – | ﹤0.01% | 680 |
|
|
2020
Q1 | $0 | Hold |
14
| – | – | ﹤0.01% | 692 |
|
|
2019
Q4 | $0 | Buy |
+14
| New | – | ﹤0.01% | 696 |
|