Tradition 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
Q1
Sell
-348
Closed -$27K 575
2023
Q4
$27K Hold
348
﹤0.01% 768
2023
Q3
$24K Sell
348
-20
-5% -$1.38K ﹤0.01% 797
2023
Q2
$20K Buy
368
+20
+6% +$1.09K ﹤0.01% 875
2023
Q1
$14K Buy
348
+19
+6% +$764 ﹤0.01% 906
2022
Q4
$13K Hold
329
﹤0.01% 839
2022
Q3
$11K Hold
329
﹤0.01% 902
2022
Q2
$15K Hold
329
﹤0.01% 709
2022
Q1
$17K Sell
329
-13
-4% -$672 ﹤0.01% 755
2021
Q4
$19K Sell
342
-307
-47% -$17.1K ﹤0.01% 742
2021
Q3
$34K Hold
649
﹤0.01% 609
2021
Q2
$33K Hold
649
﹤0.01% 638
2021
Q1
$29K Hold
649
0.01% 554
2020
Q4
$24K Buy
+649
New +$24K ﹤0.01% 550