SWM
Selective Wealth Management’s Delta Air Lines DAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-200
| Closed | -$6K | – | 238 |
|
|
2022
Q3 | $6K | Sell |
200
-784
| -80% | -$23.5K | ﹤0.01% | 572 |
|
|
2022
Q2 | $29K | Buy |
984
+280
| +40% | +$8.25K | 0.01% | 409 |
|
|
2022
Q1 | $28K | Hold |
704
| – | – | 0.01% | 398 |
|
|
2021
Q4 | $28K | Hold |
704
| – | – | 0.01% | 361 |
|
|
2021
Q3 | $30K | Hold |
704
| – | – | 0.02% | 323 |
|
|
2021
Q2 | $30K | Hold |
704
| – | – | 0.02% | 240 |
|
|
2021
Q1 | $34K | Hold |
704
| – | – | 0.03% | 152 |
|
|
2020
Q4 | $28K | Hold |
704
| – | – | 0.02% | 149 |
|
|
2020
Q3 | $22K | Sell |
704
-80
| -10% | -$2.5K | 0.02% | 146 |
|
|
2020
Q2 | $22K | Buy |
784
+704
| +880% | +$19.8K | 0.02% | 165 |
|
|
2020
Q1 | $2K | Hold |
80
| – | – | ﹤0.01% | 274 |
|
|
2019
Q4 | $5K | Buy |
+80
| New | +$5K | 0.01% | 214 |
|