LWM
LBA Wealth Management’s Delta Air Lines DAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-150
| Closed | -$6K | – | 459 |
|
|
2016
Q3 | $6K | Hold |
150
| – | – | ﹤0.01% | 359 |
|
|
2016
Q2 | $5K | Hold |
150
| – | – | ﹤0.01% | 357 |
|
|
2016
Q1 | $7K | Hold |
150
| – | – | ﹤0.01% | 324 |
|
|
2015
Q4 | $8K | Sell |
150
-150
| -50% | -$8K | ﹤0.01% | 307 |
|
|
2015
Q3 | $13K | Hold |
300
| – | – | 0.01% | 249 |
|
|
2015
Q2 | $12K | Hold |
300
| – | – | 0.01% | 228 |
|
|
2015
Q1 | $13K | Hold |
300
| – | – | 0.01% | 220 |
|
|
2014
Q4 | $15K | Hold |
300
| – | – | 0.01% | 214 |
|
|
2014
Q3 | $11K | Hold |
300
| – | – | 0.01% | 277 |
|
|
2014
Q2 | $12K | Hold |
300
| – | – | 0.01% | 200 |
|
|
2014
Q1 | $10K | Hold |
300
| – | – | 0.01% | 199 |
|
|
2013
Q4 | $8K | Buy |
+300
| New | +$8K | 0.01% | 217 |
|