WR Wealth Planners’s Dell DELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $27.8K | Buy |
241
+20
| +9% | +$2.31K | 0.01% | 408 |
|
|
2024
Q3 | $26.2K | Buy |
221
+157
| +245% | +$18.6K | 0.01% | 440 |
|
|
2024
Q2 | $8.83K | Buy |
64
+32
| +100% | +$4.41K | ﹤0.01% | 616 |
|
|
2024
Q1 | $3.65K | Buy |
+32
| New | +$3.65K | ﹤0.01% | 782 |
|
|
2023
Q4 | – | Sell |
-83
| Closed | -$5.72K | – | 338 |
|
|
2023
Q3 | $5.72K | Hold |
83
| – | – | ﹤0.01% | 662 |
|
|
2023
Q2 | $4.49K | Hold |
83
| – | – | ﹤0.01% | 694 |
|
|
2023
Q1 | $3.34K | Sell |
83
-6,418
| -99% | -$258K | ﹤0.01% | 730 |
|
|
2022
Q4 | $261K | Buy |
6,501
+113
| +2% | +$4.55K | 0.16% | 95 |
|
|
2022
Q3 | $218K | Buy |
6,388
+2,712
| +74% | +$92.7K | 0.15% | 102 |
|
|
2022
Q2 | $170K | Buy |
+3,676
| New | +$170K | 0.11% | 106 |
|