LWS
Lucia Wealth Services’s Delta Air Lines DAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-32,921
| Closed | -$1.93M | – | 195 |
|
|
2019
Q4 | $1.93M | Buy |
32,921
+8,924
| +37% | +$522K | 0.59% | 33 |
|
|
2019
Q3 | $1.38M | Buy |
+23,997
| New | +$1.38M | 0.46% | 42 |
|
|
2018
Q4 | – | Sell |
-3,348
| Closed | -$194K | – | 182 |
|
|
2018
Q3 | $194K | Sell |
3,348
-121
| -3% | -$7.01K | 0.06% | 149 |
|
|
2018
Q2 | $172K | Sell |
3,469
-9,481
| -73% | -$470K | 0.08% | 134 |
|
|
2018
Q1 | $710K | Buy |
12,950
+5,769
| +80% | +$316K | 0.23% | 91 |
|
|
2017
Q4 | $402K | Buy |
+7,181
| New | +$402K | 0.18% | 94 |
|