BWP
Baldwin Wealth Partners’s Delta Air Lines DAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-300
| Closed | -$15.2K | – | 424 |
|
|
2024
Q3 | $15.2K | Buy |
300
+180
| +150% | +$9.14K | ﹤0.01% | 734 |
|
|
2024
Q2 | $5.69K | Hold |
120
| – | – | ﹤0.01% | 582 |
|
|
2024
Q1 | $5.74K | Hold |
120
| – | – | ﹤0.01% | 584 |
|
|
2023
Q4 | $4.83K | Hold |
120
| – | – | ﹤0.01% | 620 |
|
|
2023
Q3 | $4.44K | Hold |
120
| – | – | ﹤0.01% | 635 |
|
|
2023
Q2 | $5.71K | Sell |
120
-100
| -45% | -$4.75K | ﹤0.01% | 640 |
|
|
2023
Q1 | $7.68K | Hold |
220
| – | – | ﹤0.01% | 641 |
|
|
2022
Q4 | $7.23K | Buy |
220
+120
| +120% | +$3.94K | ﹤0.01% | 635 |
|
|
2022
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 591 |
|
|
2022
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 626 |
|
|
2022
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 609 |
|
|
2021
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 570 |
|
|
2021
Q3 | $4K | Sell |
100
-20
| -17% | -$800 | ﹤0.01% | 586 |
|
|
2021
Q2 | $5K | Buy |
120
+20
| +20% | +$833 | ﹤0.01% | 578 |
|
|
2021
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 555 |
|
|
2020
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 504 |
|
|
2020
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 489 |
|
|
2020
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 489 |
|
|
2020
Q1 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 493 |
|
|
2017
Q2 | – | Sell |
-4,800
| Closed | -$221K | – | 482 |
|
|
2017
Q1 | $221K | Hold |
4,800
| – | – | 0.04% | 180 |
|
|
2016
Q4 | $236K | Hold |
4,800
| – | – | 0.04% | 168 |
|
|
2016
Q3 | $189K | Hold |
4,800
| – | – | 0.03% | 185 |
|
|
2016
Q2 | $175K | Hold |
4,800
| – | – | 0.04% | 173 |
|
|
2016
Q1 | $234K | Buy |
+4,800
| New | +$234K | 0.04% | 189 |
|