Institute for Wealth Management’s American Airlines Group AAL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-21,467	Closed	-$295K	–	506
2023 Q4	$295K	Buy	21,467 +5,671	+36%	+$71.2K	0.05%	376
2023 Q3	$202K	Sell	15,796 -12,542	-44%	-$195K	0.04%	432
2023 Q2	$508K	Buy	28,338 +1,500	+6%	+$22K	0.09%	262
2023 Q1	$396K	Hold	26,838	–	–	0.08%	298
2022 Q4	$341K	Sell	26,838 -89	-0.3%	-$1.21K	0.07%	329
2022 Q3	$324K	Sell	26,927 -300	-1%	-$4.18K	0.07%	321
2022 Q2	$345K	Buy	27,227 +300	+1%	+$5K	0.07%	359
2022 Q1	$491K	Hold	26,927	–	–	0.08%	293
2021 Q4	$484K	Hold	26,927	–	–	0.08%	286
2021 Q3	$553K	Hold	26,927	–	–	0.1%	254
2021 Q2	$571K	Hold	26,927	–	–	0.1%	244
2021 Q1	$644K	Buy	26,927 +265	+1%	+$5.11K	0.12%	211
2020 Q4	$420K	Sell	26,662 -477	-2%	-$6.61K	0.08%	287
2020 Q3	$334K	Buy	27,139 +189	+0.7%	+$2.37K	0.08%	299
2020 Q2	$352K	Buy	26,950 +8,898	+49%	+$108K	0.09%	298
2020 Q1	$220K	Buy	+18,052	New	+$411K	0.07%	351
2018 Q1	–	Sell	-6,095	Closed	-$317K	–	256
2017 Q4	$317K	Buy	+6,095	New	+$304K	0.07%	296
2017 Q3	–	Sell	-6,072	Closed	-$304K	–	250
2017 Q2	$304K	Buy	+6,072	New	+$282K	0.08%	307