Mascoma Wealth Management’s Delta Air Lines DAL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-1,500
| Closed | -$55.5K | – | 477 |
|
2023
Q3 | $55.5K | Hold |
1,500
| – | – | 0.02% | 183 |
|
2023
Q2 | $68.7K | Sell |
1,500
-119
| -7% | -$5.45K | 0.02% | 161 |
|
2023
Q1 | $55.5K | Hold |
1,619
| – | – | 0.02% | 222 |
|
2022
Q4 | $53.2K | Hold |
1,619
| – | – | 0.02% | 221 |
|
2022
Q3 | $45K | Sell |
1,619
-418
| -21% | -$11.6K | 0.02% | 235 |
|
2022
Q2 | $59K | Hold |
2,037
| – | – | 0.02% | 221 |
|
2022
Q1 | $81K | Buy |
2,037
+200
| +11% | +$7.95K | 0.03% | 206 |
|
2021
Q4 | $72K | Buy |
1,837
+500
| +37% | +$19.6K | 0.02% | 187 |
|
2021
Q3 | $57K | Buy |
+1,337
| New | +$57K | 0.02% | 190 |
|
2021
Q2 | – | Sell |
-937
| Closed | -$45K | – | 180 |
|
2021
Q1 | $45K | Buy |
+937
| New | +$45K | 0.02% | 217 |
|