BWA
BDO Wealth Advisors’s Delta Air Lines DAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,065
| Closed | -$240K | – | 1059 |
|
|
2022
Q1 | $240K | Buy |
6,065
+500
| +9% | +$19.8K | 0.03% | 245 |
|
|
2021
Q4 | $217K | Hold |
5,565
| – | – | 0.02% | 272 |
|
|
2021
Q3 | $237K | Hold |
5,565
| – | – | 0.03% | 256 |
|
|
2021
Q2 | $241K | Sell |
5,565
-25
| -0.4% | -$1.08K | 0.03% | 264 |
|
|
2021
Q1 | $270K | Buy |
5,590
+1,350
| +32% | +$65.2K | 0.03% | 246 |
|
|
2020
Q4 | $170K | Buy |
4,240
+200
| +5% | +$8.02K | 0.02% | 248 |
|
|
2020
Q3 | $124K | Sell |
4,040
-91,858
| -96% | -$2.82M | 0.02% | 253 |
|
|
2020
Q2 | $2.69M | Sell |
95,898
-368
| -0.4% | -$10.3K | 0.47% | 42 |
|
|
2020
Q1 | $2.75M | Buy |
96,266
+95,766
| +19,153% | +$2.73M | 0.56% | 35 |
|
|
2019
Q4 | $29K | Hold |
500
| – | – | 0.01% | 353 |
|
|
2019
Q3 | $29K | Hold |
500
| – | – | 0.01% | 367 |
|
|
2019
Q2 | $28K | Hold |
500
| – | – | 0.01% | 358 |
|
|
2019
Q1 | $26K | Sell |
500
-30
| -6% | -$1.56K | 0.01% | 343 |
|
|
2018
Q4 | $26K | Sell |
530
-50
| -9% | -$2.45K | 0.01% | 313 |
|
|
2018
Q3 | $34K | Sell |
580
-150
| -21% | -$8.79K | 0.01% | 335 |
|
|
2018
Q2 | $36K | Buy |
730
+430
| +143% | +$21.2K | 0.01% | 326 |
|
|
2018
Q1 | $16K | Buy |
+300
| New | +$16K | 0.01% | 349 |
|