THWM
Taylor Hoffman Wealth Management’s Delta Air Lines DAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,245
| Closed | -$73K | – | 175 |
|
|
2019
Q4 | $73K | Sell |
1,245
-200
| -14% | -$11.7K | 0.05% | 185 |
|
|
2019
Q3 | $83K | Hold |
1,445
| – | – | 0.06% | 172 |
|
|
2019
Q2 | $82K | Hold |
1,445
| – | – | 0.07% | 161 |
|
|
2019
Q1 | $75K | Sell |
1,445
-94
| -6% | -$4.88K | 0.06% | 161 |
|
|
2018
Q4 | $77K | Buy |
1,539
+1,445
| +1,537% | +$72.3K | 0.07% | 146 |
|
|
2018
Q3 | $5K | Hold |
94
| – | – | ﹤0.01% | 322 |
|
|
2018
Q2 | $5K | Hold |
94
| – | – | ﹤0.01% | 305 |
|
|
2018
Q1 | $5K | Hold |
94
| – | – | ﹤0.01% | 325 |
|
|
2017
Q4 | $5K | Buy |
+94
| New | +$5K | ﹤0.01% | 335 |
|