Summit Wealth & Retirement Planning’s DXC Technology DXC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-10,727
| Closed | -$177K | – | 107 |
|
2020
Q2 | $177K | Sell |
10,727
-388
| -3% | -$6.4K | 0.08% | 109 |
|
2020
Q1 | $145K | Buy |
11,115
+1,333
| +14% | +$17.4K | 0.08% | 108 |
|
2019
Q4 | $368K | Sell |
9,782
-5
| -0.1% | -$188 | 0.16% | 100 |
|
2019
Q3 | $289K | Sell |
9,787
-184
| -2% | -$5.43K | 0.17% | 100 |
|
2019
Q2 | $550K | Sell |
9,971
-893
| -8% | -$49.3K | 0.32% | 69 |
|
2019
Q1 | $699K | Buy |
10,864
+24
| +0.2% | +$1.54K | 0.42% | 61 |
|
2018
Q4 | $576K | Buy |
+10,840
| New | +$576K | 0.44% | 56 |
|