WR Wealth Planners’s Dell DELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $27.8K | Buy |
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2024
Q3 | $26.2K | Buy |
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|
2024
Q2 | $8.83K | Buy |
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|
2024
Q1 | $3.65K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $5.72K | Hold |
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|
2023
Q2 | $4.49K | Hold |
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|
2023
Q1 | $3.34K | Sell |
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|
2022
Q4 | $261K | Buy |
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|
2022
Q3 | $218K | Buy |
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|
2022
Q2 | $170K | Buy |
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