Mark Sheptoff Financial Planning’s Delta Air Lines DAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,300
| Closed | -$65K | – | 336 |
|
|
2020
Q2 | $65K | Buy |
+2,300
| New | +$65K | 0.04% | 136 |
|
|
2019
Q4 | – | Sell |
-110
| Closed | -$6K | – | 365 |
|
|
2019
Q3 | $6K | Buy |
+110
| New | +$6K | ﹤0.01% | 296 |
|
|
2015
Q3 | – | Sell |
-500
| Closed | -$21K | – | 412 |
|
|
2015
Q2 | $21K | Hold |
500
| – | – | 0.02% | 221 |
|
|
2015
Q1 | $22K | Hold |
500
| – | – | 0.02% | 210 |
|
|
2014
Q4 | $25K | Hold |
500
| – | – | 0.02% | 201 |
|
|
2014
Q3 | $18K | Hold |
500
| – | – | 0.02% | 229 |
|
|
2014
Q2 | $19K | Buy |
+500
| New | +$19K | 0.02% | 228 |
|