Concert Wealth Management’s Delta Air Lines DAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-5,165
| Closed | -$277K | – | 45 |
|
|
2017
Q2 | $277K | Sell |
5,165
-12,812
| -71% | -$687K | 0.27% | 109 |
|
|
2017
Q1 | $884K | Sell |
17,977
-4
| -0% | -$197 | 0.2% | 144 |
|
|
2016
Q4 | $884K | Sell |
17,981
-1,431
| -7% | -$70.4K | 0.2% | 149 |
|
|
2016
Q3 | $764K | Buy |
19,412
+684
| +4% | +$26.9K | 0.09% | 276 |
|
|
2016
Q2 | $679K | Buy |
18,728
+414
| +2% | +$15K | 0.09% | 274 |
|
|
2016
Q1 | $893K | Sell |
18,314
-1,184
| -6% | -$57.7K | 0.12% | 218 |
|
|
2015
Q4 | $991K | Sell |
19,498
-4,398
| -18% | -$224K | 0.13% | 193 |
|
|
2015
Q3 | $1.07M | Buy |
23,896
+259
| +1% | +$11.6K | 0.14% | 176 |
|
|
2015
Q2 | $964K | Buy |
23,637
+515
| +2% | +$21K | 0.12% | 211 |
|
|
2015
Q1 | $722K | Buy |
23,122
+424
| +2% | +$13.2K | 0.21% | 141 |
|
|
2014
Q4 | $1.11M | Buy |
22,698
+787
| +4% | +$38.6K | 0.17% | 155 |
|
|
2014
Q3 | $789K | Buy |
21,911
+3,257
| +17% | +$117K | 0.11% | 180 |
|
|
2014
Q2 | $701K | Buy |
18,654
+1,337
| +8% | +$50.2K | 0.09% | 209 |
|
|
2014
Q1 | $580K | Sell |
17,317
-2,592
| -13% | -$86.8K | 0.07% | 242 |
|
|
2013
Q4 | $544K | Sell |
19,909
-1,341
| -6% | -$36.6K | 0.07% | 245 |
|
|
2013
Q3 | $502K | Sell |
21,250
-73
| -0.3% | -$1.73K | 0.07% | 251 |
|
|
2013
Q2 | $399K | Buy |
+21,323
| New | +$399K | 0.06% | 274 |
|