Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-169
| Closed | -$7K | – | 392 |
|
|
2016
Q3 | $7K | Sell |
169
-60
| -26% | -$2.49K | ﹤0.01% | 827 |
|
|
2016
Q2 | $8K | Hold |
229
| – | – | ﹤0.01% | 809 |
|
|
2016
Q1 | $11K | Sell |
229
-45
| -16% | -$2.16K | ﹤0.01% | 677 |
|
|
2015
Q4 | $14K | Buy |
274
+45
| +20% | +$2.3K | 0.01% | 665 |
|
|
2015
Q3 | $10K | Buy |
229
+10
| +5% | +$437 | ﹤0.01% | 755 |
|
|
2015
Q2 | $9K | Sell |
219
-104
| -32% | -$4.27K | ﹤0.01% | 813 |
|
|
2015
Q1 | $14K | Buy |
+323
| New | +$14K | 0.01% | 674 |
|