MWPCG
Measured Wealth Private Client Group’s Delta Air Lines DAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,245
| Closed | -$332K | – | 188 |
|
|
2023
Q4 | $332K | Buy |
8,245
+1,798
| +28% | +$72.3K | 0.12% | 121 |
|
|
2023
Q3 | $239K | Buy |
+6,447
| New | +$239K | 0.1% | 148 |
|
|
2020
Q1 | – | Sell |
-3,415
| Closed | -$200K | – | 109 |
|
|
2019
Q4 | $200K | Sell |
3,415
-994
| -23% | -$58.2K | 0.13% | 98 |
|
|
2019
Q3 | $254K | Sell |
4,409
-4,820
| -52% | -$278K | 0.16% | 96 |
|
|
2019
Q2 | $524K | Buy |
9,229
+3,480
| +61% | +$198K | 0.3% | 60 |
|
|
2019
Q1 | $297K | Buy |
+5,749
| New | +$297K | 0.18% | 126 |
|
|
2018
Q4 | – | Sell |
-5,489
| Closed | -$317K | – | 235 |
|
|
2018
Q3 | $317K | Buy |
+5,489
| New | +$317K | 0.19% | 103 |
|