Summit Trail Advisors’s Dell DELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $566K | Buy |
+4,614
| New | +$566K | 0.01% | 691 |
|
|
2018
Q3 | – | Sell |
-114
| Closed | -$3K | – | 324 |
|
|
2018
Q2 | $3K | Buy |
+114
| New | +$3K | ﹤0.01% | 466 |
|
|
2018
Q1 | – | Sell |
-2,794
| Closed | -$68K | – | 745 |
|
|
2017
Q4 | $68K | Buy |
+2,794
| New | +$68K | 0.01% | 736 |
|