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