Lyons 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-14,066
| Closed | -$702K | – | 19 |
|
|
2018
Q4 | $702K | Sell |
14,066
-1,041
| -7% | -$52K | 2.29% | 15 |
|
|
2018
Q3 | $874K | Sell |
15,107
-518
| -3% | -$30K | 1.73% | 19 |
|
|
2018
Q2 | $772K | Sell |
15,625
-105
| -0.7% | -$5.19K | 1.11% | 28 |
|
|
2018
Q1 | $860K | Buy |
15,730
+451
| +3% | +$24.7K | 1.31% | 20 |
|
|
2017
Q4 | $856K | Buy |
+15,279
| New | +$856K | 1.4% | 19 |
|