TrueWealth LLC’s Dell DELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $20K | Hold |
726
| – | – | 0.01% | 375 |
|
|
2020
Q1 | $15K | Hold |
726
| – | – | 0.01% | 398 |
|
|
2019
Q4 | $19K | Hold |
726
| – | – | 0.01% | 383 |
|
|
2019
Q3 | $19K | Hold |
726
| – | – | 0.01% | 376 |
|
|
2019
Q2 | $19K | Hold |
726
| – | – | 0.01% | 373 |
|
|
2019
Q1 | $22K | Buy |
+726
| New | +$22K | 0.01% | 355 |
|
|
2018
Q4 | – | Sell |
-877
| Closed | -$24K | – | 745 |
|
|
2018
Q3 | $24K | Hold |
877
| – | – | 0.01% | 364 |
|
|
2018
Q2 | $21K | Sell |
877
-57
| -6% | -$1.37K | 0.01% | 380 |
|
|
2018
Q1 | $19K | Hold |
934
| – | – | 0.01% | 365 |
|
|
2017
Q4 | $21K | Buy |
+934
| New | +$21K | 0.01% | 383 |
|