SWMP
Signature Wealth Management Partners’s Delta Air Lines DAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-12,975
| Closed | -$522K | – | 102 |
|
|
2023
Q4 | $522K | Sell |
12,975
-1,010
| -7% | -$40.6K | 0.46% | 48 |
|
|
2023
Q3 | $517K | Sell |
13,985
-500
| -3% | -$18.5K | 0.51% | 46 |
|
|
2023
Q2 | $689K | Sell |
14,485
-250
| -2% | -$11.9K | 0.64% | 38 |
|
|
2023
Q1 | $515K | Hold |
14,735
| – | – | 0.48% | 52 |
|
|
2022
Q4 | $484K | Buy |
14,735
+1,225
| +9% | +$40.3K | 0.48% | 54 |
|
|
2022
Q3 | $379K | Sell |
13,510
-1,225
| -8% | -$34.4K | 0.42% | 60 |
|
|
2022
Q2 | $427K | Buy |
14,735
+1,725
| +13% | +$50K | 0.44% | 59 |
|
|
2022
Q1 | $515K | Buy |
13,010
+4,763
| +58% | +$189K | 0.44% | 59 |
|
|
2021
Q4 | $322K | Sell |
8,247
-100
| -1% | -$3.9K | 0.27% | 80 |
|
|
2021
Q3 | $356K | Buy |
8,347
+100
| +1% | +$4.27K | 0.32% | 69 |
|
|
2021
Q2 | $357K | Hold |
8,247
| – | – | 0.32% | 72 |
|
|
2021
Q1 | $398K | Buy |
8,247
+1,418
| +21% | +$68.4K | 0.38% | 65 |
|
|
2020
Q4 | $275K | Buy |
+6,829
| New | +$275K | 0.27% | 73 |
|