WealthPLAN Partners’s Dell DELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-91
| Closed | -$4.92K | – | 484 |
|
|
2023
Q2 | $4.92K | Sell |
91
-122
| -57% | -$6.6K | ﹤0.01% | 914 |
|
|
2023
Q1 | $8.57K | Buy |
+213
| New | +$8.57K | ﹤0.01% | 898 |
|
|
2017
Q2 | – | Sell |
-339
| Closed | -$6.08K | – | 235 |
|
|
2017
Q1 | $6.08K | Buy |
+339
| New | +$6.08K | 0.02% | 324 |
|
|
2016
Q3 | $25.7K | Buy |
+1,917
| New | +$25.7K | 0.01% | 433 |
|