Wealthspire Advisors (Maryland)’s Dell DELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-8,210
| Closed | -$244K | – | 850 |
|
|
2019
Q1 | $244K | Buy |
8,210
+6,428
| +361% | +$191K | 0.02% | 401 |
|
|
2018
Q4 | $44K | Sell |
1,782
-6,788
| -79% | -$168K | ﹤0.01% | 910 |
|
|
2018
Q3 | $234K | Hold |
8,570
| – | – | 0.02% | 418 |
|
|
2018
Q2 | $203K | Sell |
8,570
-602
| -7% | -$14.3K | 0.02% | 454 |
|
|
2018
Q1 | $188K | Buy |
9,172
+1,721
| +23% | +$35.3K | 0.02% | 493 |
|
|
2017
Q4 | $170K | Sell |
7,451
-139
| -2% | -$3.17K | 0.02% | 545 |
|
|
2017
Q3 | $164K | Sell |
7,590
-210
| -3% | -$4.54K | 0.02% | 545 |
|
|
2017
Q2 | $134K | Buy |
7,800
+78
| +1% | +$1.34K | 0.02% | 586 |
|
|
2017
Q1 | $139K | Sell |
7,722
-612
| -7% | -$11K | 0.02% | 489 |
|
|
2016
Q4 | $129K | Buy |
8,334
+3,367
| +68% | +$52.1K | 0.02% | 495 |
|
|
2016
Q3 | $67K | Buy |
+4,967
| New | +$67K | 0.01% | 699 |
|