PWMAG
Pinnacle Wealth Management Advisory Group’s Delta Air Lines DAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,485
| Closed | -$213K | – | 324 |
|
|
2023
Q2 | $213K | Buy |
+4,485
| New | +$213K | 0.03% | 298 |
|
|
2021
Q2 | – | Sell |
-4,960
| Closed | -$239K | – | 227 |
|
|
2021
Q1 | $239K | Buy |
+4,960
| New | +$239K | 0.07% | 172 |
|
|
2020
Q1 | – | Sell |
-9,144
| Closed | -$535K | – | 167 |
|
|
2019
Q4 | $535K | Buy |
9,144
+325
| +4% | +$19K | 0.2% | 109 |
|
|
2019
Q3 | $508K | Buy |
8,819
+405
| +5% | +$23.3K | 0.21% | 105 |
|
|
2019
Q2 | $477K | Sell |
8,414
-295
| -3% | -$16.7K | 0.2% | 111 |
|
|
2019
Q1 | $450K | Buy |
8,709
+3,900
| +81% | +$202K | 0.2% | 107 |
|
|
2018
Q4 | $240K | Buy |
4,809
+35
| +0.7% | +$1.75K | 0.13% | 141 |
|
|
2018
Q3 | $276K | Sell |
4,774
-1
| -0% | -$58 | 0.14% | 127 |
|
|
2018
Q2 | $237K | Buy |
4,775
+660
| +16% | +$32.8K | 0.13% | 125 |
|
|
2018
Q1 | $226K | Buy |
4,115
+85
| +2% | +$4.67K | 0.13% | 130 |
|
|
2017
Q4 | $226K | Buy |
+4,030
| New | +$226K | 0.12% | 132 |
|