Genovese Burford & Brothers Wealth & Retirement Plan 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 | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | – | Sell |
-185
| Closed | -$9K | – | 153 |
|
2018
Q2 | $9K | Hold |
185
| – | – | ﹤0.01% | 325 |
|
2018
Q1 | $10K | Buy |
+185
| New | +$10K | ﹤0.01% | 320 |
|
2017
Q4 | – | Sell |
-85
| Closed | -$4K | – | 294 |
|
2017
Q3 | $4K | Hold |
85
| – | – | ﹤0.01% | 338 |
|
2017
Q2 | $4K | Hold |
85
| – | – | ﹤0.01% | 321 |
|
2017
Q1 | $4K | Hold |
85
| – | – | ﹤0.01% | 356 |
|
2016
Q4 | $5K | Hold |
85
| – | – | ﹤0.01% | 380 |
|
2016
Q3 | $3K | Hold |
85
| – | – | ﹤0.01% | 367 |
|
2016
Q2 | $3K | Sell |
85
-133
| -61% | -$4.69K | ﹤0.01% | 344 |
|
2016
Q1 | $10K | Buy |
218
+133
| +156% | +$6.1K | ﹤0.01% | 260 |
|
2015
Q4 | $4K | Buy |
+85
| New | +$4K | ﹤0.01% | 309 |
|