Wealthstreet Investment Advisors’s Dell DELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-30,505
| Closed | -$1.36M | – | 145 |
|
|
2021
Q1 | $1.36M | Hold |
30,505
| – | – | 0.13% | 145 |
|
|
2020
Q4 | $1.13M | Hold |
30,505
| – | – | 0.11% | 157 |
|
|
2020
Q3 | $1.05M | Hold |
30,505
| – | – | 0.12% | 146 |
|
|
2020
Q2 | $849K | Hold |
30,505
| – | – | 0.1% | 157 |
|
|
2020
Q1 | $611K | Sell |
30,505
-197
| -0.6% | -$3.95K | 0.09% | 165 |
|
|
2019
Q4 | $800K | Hold |
30,702
| – | – | 0.09% | 175 |
|
|
2019
Q3 | $829K | Buy |
+30,702
| New | +$829K | 0.11% | 159 |
|