Trifecta Capital Advisors’s Dell DELL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.2K Buy
75
+4
+6% +$490 ﹤0.01% 240
2025
Q1
$6.47K Sell
71
-404
-85% -$36.8K ﹤0.01% 228
2024
Q4
$54.7K Buy
475
+12
+3% +$1.38K 0.01% 131
2024
Q3
$54.9K Buy
463
+4
+0.9% +$474 0.01% 137
2024
Q2
$63.3K Buy
+459
New +$63.3K 0.01% 128