YorkBridge Wealth Partners’s Dell DELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-740
| Closed | -$19K | – | 280 |
|
|
2019
Q2 | $19K | Hold |
740
| – | – | 0.01% | 481 |
|
|
2019
Q1 | $22K | Buy |
740
+28
| +4% | +$832 | 0.01% | 460 |
|
|
2018
Q4 | $18K | Sell |
712
-29
| -4% | -$733 | 0.01% | 485 |
|
|
2018
Q3 | $20K | Hold |
741
| – | – | 0.01% | 521 |
|
|
2018
Q2 | $18K | Hold |
741
| – | – | 0.01% | 552 |
|
|
2018
Q1 | $15K | Hold |
741
| – | – | 0.01% | 581 |
|
|
2017
Q4 | $14K | Sell |
741
-588
| -44% | -$11.1K | 0.01% | 597 |
|
|
2017
Q3 | $29K | Sell |
1,329
-61
| -4% | -$1.33K | 0.02% | 443 |
|
|
2017
Q2 | $24K | Sell |
1,390
-60
| -4% | -$1.04K | 0.01% | 464 |
|
|
2017
Q1 | $27K | Buy |
1,450
+1,300
| +867% | +$24.2K | 0.01% | 445 |
|
|
2016
Q4 | $2K | Buy |
+150
| New | +$2K | ﹤0.01% | 743 |
|