MSWM
Mader & Shannon Wealth Management’s Delta Air Lines DAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-87,309
| Closed | -$4.43M | – | 9 |
|
|
2015
Q4 | $4.43M | Buy |
+87,309
| New | +$4.43M | 3.92% | 7 |
|
|
2015
Q1 | – | Sell |
-82,785
| Closed | -$4.07M | – | 23 |
|
|
2014
Q4 | $4.07M | Buy |
82,785
+28,177
| +52% | +$1.39M | 2.74% | 20 |
|
|
2014
Q3 | $1.97M | Sell |
54,608
-61,916
| -53% | -$2.24M | 3.85% | 11 |
|
|
2014
Q2 | $4.51M | Buy |
+116,524
| New | +$4.51M | 3.47% | 9 |
|