Apriem Advisors’s Delta Air Lines DAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-687
| Closed | -$34K | – | 191 |
|
|
2018
Q2 | $34K | Buy |
+687
| New | +$34K | 0.01% | 283 |
|
|
2017
Q2 | – | Sell |
-725
| Closed | -$33K | – | 225 |
|
|
2017
Q1 | $33K | Sell |
725
-1,000
| -58% | -$45.5K | 0.01% | 278 |
|
|
2016
Q4 | $85K | Buy |
1,725
+1,038
| +151% | +$51.1K | 0.03% | 177 |
|
|
2016
Q3 | $27K | Buy |
+687
| New | +$27K | 0.01% | 287 |
|
|
2016
Q1 | – | Sell |
-300
| Closed | -$15K | – | 582 |
|
|
2015
Q4 | $15K | Buy |
+300
| New | +$15K | 0.01% | 330 |
|