DWA
Dougherty Wealth Advisers’s Delta Air Lines DAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-25
| Closed | -$1K | – | 134 |
|
|
2022
Q3 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 127 |
|
|
2020
Q3 | – | Sell |
-781
| Closed | -$22K | – | 152 |
|
|
2020
Q2 | $22K | Hold |
781
| – | – | 0.08% | 134 |
|
|
2020
Q1 | $22K | Hold |
781
| – | – | 0.09% | 128 |
|
|
2019
Q4 | $46K | Hold |
781
| – | – | 0.14% | 116 |
|
|
2019
Q3 | $45K | Hold |
781
| – | – | 0.15% | 111 |
|
|
2019
Q2 | $44K | Hold |
781
| – | – | 0.12% | 130 |
|
|
2019
Q1 | $40K | Hold |
781
| – | – | 0.14% | 122 |
|
|
2018
Q4 | $39K | Buy |
+781
| New | +$39K | 0.13% | 122 |
|