BWM
BCS Wealth Management’s Delta Air Lines DAL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-3,512
| Closed | -$212K | – | 245 |
|
2024
Q4 | $212K | Buy |
+3,512
| New | +$212K | 0.05% | 245 |
|
2022
Q1 | – | Sell |
-5,427
| Closed | -$212K | – | 196 |
|
2021
Q4 | $212K | Buy |
+5,427
| New | +$212K | 0.08% | 188 |
|
2021
Q2 | – | Sell |
-4,149
| Closed | -$200K | – | 157 |
|
2021
Q1 | $200K | Buy |
+4,149
| New | +$200K | 0.09% | 154 |
|