One Wealth Advisors’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
Q1 | – | Sell |
-4,467
| Closed | -$261K | – | 101 |
|
2019
Q4 | $261K | Buy |
+4,467
| New | +$261K | 0.19% | 79 |
|
2019
Q2 | – | Sell |
-8,786
| Closed | -$454K | – | 201 |
|
2019
Q1 | $454K | Buy |
8,786
+750
| +9% | +$38.8K | 0.37% | 38 |
|
2018
Q4 | $401K | Buy |
8,036
+765
| +11% | +$38.2K | 0.4% | 37 |
|
2018
Q3 | $420K | Buy |
7,271
+800
| +12% | +$46.2K | 0.32% | 46 |
|
2018
Q2 | $321K | Buy |
6,471
+6,343
| +4,955% | +$315K | 0.26% | 73 |
|
2018
Q1 | $7K | Buy |
128
+34
| +36% | +$1.86K | 0.01% | 334 |
|
2017
Q4 | $5K | Buy |
+94
| New | +$5K | ﹤0.01% | 400 |
|