SWM
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SVA Wealth Management’s Delta Air Lines DAL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2015
Q3
Sell
-24,911
Closed -$1.02M 205
2015
Q2
$1.02M Buy
24,911
+8
+0% +$329 0.19% 113
2015
Q1
$1.12M Buy
+24,903
New +$1.12M 0.2% 112