SPWG
Sage Private Wealth Group’s Delta Air Lines DAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-9,886
| Closed | -$277K | – | 75 |
|
|
2022
Q3 | $277K | Hold |
9,886
| – | – | 0.37% | 36 |
|
|
2022
Q2 | $286K | Sell |
9,886
-613
| -6% | -$17.7K | 0.41% | 34 |
|
|
2022
Q1 | $415K | Buy |
10,499
+168
| +2% | +$6.64K | 0.4% | 23 |
|
|
2021
Q4 | $403K | Buy |
10,331
+508
| +5% | +$19.8K | 0.5% | 21 |
|
|
2021
Q3 | $419K | Sell |
9,823
-154
| -2% | -$6.57K | 0.58% | 16 |
|
|
2021
Q2 | $432K | Hold |
9,977
| – | – | 0.58% | 16 |
|
|
2021
Q1 | $482K | Buy |
9,977
+21
| +0.2% | +$1.02K | 0.83% | 10 |
|
|
2020
Q4 | $400K | Buy |
+9,956
| New | +$400K | 1.12% | 15 |
|