Laurel Wealth Advisors (California)’s Delta Air Lines DAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-7,782
| Closed | -$448K | – | 441 |
|
|
2019
Q3 | $448K | Buy |
7,782
+1,626
| +26% | +$93.6K | 0.08% | 267 |
|
|
2019
Q2 | $349K | Buy |
6,156
+40
| +0.7% | +$2.27K | 0.08% | 271 |
|
|
2019
Q1 | $316K | Sell |
6,116
-23
| -0.4% | -$1.19K | 0.08% | 271 |
|
|
2018
Q4 | $306K | Sell |
6,139
-1,092
| -15% | -$54.4K | 0.09% | 244 |
|
|
2018
Q3 | $418K | Sell |
7,231
-8
| -0.1% | -$462 | 0.1% | 213 |
|
|
2018
Q2 | $358K | Sell |
7,239
-61
| -0.8% | -$3.02K | 0.1% | 228 |
|
|
2018
Q1 | $400K | Hold |
7,300
| – | – | 0.12% | 196 |
|
|
2017
Q4 | $408K | Buy |
7,300
+999
| +16% | +$55.8K | 0.12% | 201 |
|
|
2017
Q3 | $303K | Buy |
6,301
+650
| +12% | +$31.3K | 0.1% | 210 |
|
|
2017
Q2 | $303K | Buy |
+5,651
| New | +$303K | 0.11% | 206 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 260 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 280 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 267 |
|