Accel Wealth Management’s Delta Air Lines DAL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-1,049
| Closed | -$36.6K | – | 321 |
|
2023
Q1 | $36.6K | Sell |
1,049
-157
| -13% | -$5.48K | 0.02% | 553 |
|
2022
Q4 | $39.6K | Sell |
1,206
-387
| -24% | -$12.7K | 0.02% | 395 |
|
2022
Q3 | $49K | Hold |
1,593
| – | – | 0.03% | 368 |
|
2022
Q2 | $48K | Hold |
1,593
| – | – | 0.03% | 355 |
|
2022
Q1 | $63K | Buy |
1,593
+73
| +5% | +$2.89K | 0.03% | 325 |
|
2021
Q4 | $59K | Buy |
1,520
+1,000
| +192% | +$38.8K | 0.03% | 351 |
|
2021
Q3 | $22K | Hold |
520
| – | – | 0.01% | 479 |
|
2021
Q2 | $22K | Hold |
520
| – | – | 0.01% | 517 |
|
2021
Q1 | $25K | Buy |
520
+20
| +4% | +$962 | 0.02% | 443 |
|
2020
Q4 | $20K | Buy |
+500
| New | +$20K | 0.02% | 486 |
|