FMWA
Forvis Mazars Wealth Advisors’s Delta Air Lines DAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-10,257
| Closed | -$600K | – | 289 |
|
|
2019
Q4 | $600K | Buy |
10,257
+524
| +5% | +$30.7K | 0.04% | 169 |
|
|
2019
Q3 | $561K | Buy |
9,733
+68
| +0.7% | +$3.92K | 0.04% | 156 |
|
|
2019
Q2 | $548K | Sell |
9,665
-243
| -2% | -$13.8K | 0.04% | 155 |
|
|
2019
Q1 | $512K | Buy |
9,908
+677
| +7% | +$35K | 0.04% | 161 |
|
|
2018
Q4 | $461K | Buy |
9,231
+207
| +2% | +$10.3K | 0.05% | 142 |
|
|
2018
Q3 | $522K | Sell |
9,024
-726
| -7% | -$42K | 0.05% | 140 |
|
|
2018
Q2 | $483K | Buy |
9,750
+1
| +0% | +$50 | 0.05% | 143 |
|
|
2018
Q1 | $534K | Buy |
+9,749
| New | +$534K | 0.05% | 133 |
|