TWM
Torch Wealth Management’s Dell DELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-5,976
| Closed | -$580K | – | 97 |
|
|
2018
Q3 | $580K | Sell |
5,976
-55
| -0.9% | -$5.34K | 0.35% | 66 |
|
|
2018
Q2 | $510K | Sell |
6,031
-195
| -3% | -$16.5K | 0.32% | 69 |
|
|
2018
Q1 | $456K | Sell |
6,226
-28
| -0.4% | -$2.05K | 0.3% | 74 |
|
|
2017
Q4 | $508K | Sell |
6,254
-44
| -0.7% | -$3.57K | 0.31% | 73 |
|
|
2017
Q3 | $486K | Sell |
6,298
-215
| -3% | -$16.6K | 0.32% | 69 |
|
|
2017
Q2 | $398K | Sell |
6,513
-66
| -1% | -$4.03K | 0.27% | 76 |
|
|
2017
Q1 | $422K | Sell |
6,579
-44
| -0.7% | -$2.82K | 0.28% | 75 |
|
|
2016
Q4 | $364K | Sell |
6,623
-1,134
| -15% | -$62.3K | 0.26% | 79 |
|
|
2016
Q3 | $371K | Buy |
+7,757
| New | +$371K | 0.27% | 74 |
|