Schwarz Dygos Wheeler Investment 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 |
-4,799
| Closed | -$281K | – | 83 |
|
|
2019
Q4 | $281K | Hold |
4,799
| – | – | 0.19% | 68 |
|
|
2019
Q3 | $276K | Hold |
4,799
| – | – | 0.22% | 65 |
|
|
2019
Q2 | $272K | Sell |
4,799
-320
| -6% | -$18.1K | 0.22% | 64 |
|
|
2019
Q1 | $264K | Buy |
5,119
+739
| +17% | +$38.1K | 0.23% | 62 |
|
|
2018
Q4 | $219K | Buy |
+4,380
| New | +$219K | 0.24% | 62 |
|