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