CSWM
Cassady Schiller Wealth Management’s Delta Air Lines DAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $5.81K | Sell |
96
-1,554
| -94% | -$94K | ﹤0.01% | 386 |
|
|
2024
Q3 | $83.8K | Hold |
1,650
| – | – | 0.03% | 168 |
|
|
2024
Q2 | $78.3K | Sell |
1,650
-150
| -8% | -$7.12K | 0.03% | 166 |
|
|
2024
Q1 | $86.2K | Buy |
1,800
+151
| +9% | +$7.23K | 0.04% | 171 |
|
|
2023
Q4 | $66.3K | Buy |
1,649
+60
| +4% | +$2.41K | 0.03% | 180 |
|
|
2023
Q3 | $58.8K | Hold |
1,589
| – | – | 0.03% | 182 |
|
|
2023
Q2 | $75.5K | Hold |
1,589
| – | – | 0.04% | 165 |
|
|
2023
Q1 | $55.5K | Hold |
1,589
| – | – | 0.03% | 187 |
|
|
2022
Q4 | $52.2K | Buy |
+1,589
| New | +$52.2K | 0.03% | 191 |
|
|
2022
Q1 | – | Sell |
-1,613
| Closed | -$63K | – | 222 |
|
|
2021
Q4 | $63K | Buy |
+1,613
| New | +$63K | 0.04% | 180 |
|