SMFS
Squar Milner Financial Services’s Delta Air Lines DAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-3,745
| Closed | -$106K | – | 324 |
|
|
2020
Q1 | $106K | Hold |
3,745
| – | – | 0.06% | 244 |
|
|
2019
Q4 | $219K | Buy |
+3,745
| New | +$219K | 0.11% | 188 |
|
|
2019
Q3 | – | Sell |
-3,759
| Closed | -$213K | – | 325 |
|
|
2019
Q2 | $213K | Sell |
3,759
-654
| -15% | -$37.1K | 0.14% | 151 |
|
|
2019
Q1 | $227K | Hold |
4,413
| – | – | 0.17% | 146 |
|
|
2018
Q4 | $220K | Hold |
4,413
| – | – | 0.21% | 121 |
|
|
2018
Q3 | $255K | Hold |
4,413
| – | – | 0.23% | 117 |
|
|
2018
Q2 | $219K | Hold |
4,413
| – | – | 0.19% | 142 |
|
|
2018
Q1 | $242K | Buy |
4,413
+14
| +0.3% | +$768 | 0.31% | 123 |
|
|
2017
Q4 | $245K | Buy |
+4,399
| New | +$245K | 0.3% | 121 |
|