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 |
|