Waverly Advisors’s American Airlines Group AAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-4,036
| Closed | -$210K | – | 177 |
|
|
2017
Q4 | $210K | Sell |
4,036
-320
| -7% | -$16.7K | 0.03% | 223 |
|
|
2017
Q3 | $207K | Sell |
4,356
-4,830
| -53% | -$230K | 0.04% | 221 |
|
|
2017
Q2 | $462K | Sell |
9,186
-360
| -4% | -$18.1K | 0.12% | 137 |
|
|
2017
Q1 | $404K | Buy |
+9,546
| New | +$404K | 0.11% | 147 |
|
|
2015
Q4 | – | Sell |
-1,414
| Closed | -$55K | – | 130 |
|
|
2015
Q3 | $55K | Buy |
1,414
+4
| +0.3% | +$156 | 0.04% | 124 |
|
|
2015
Q2 | $56K | Buy |
+1,410
| New | +$56K | 0.03% | 122 |
|
|
2014
Q2 | – | Sell |
-1,763
| Closed | -$65K | – | 719 |
|
|
2014
Q1 | $65K | Hold |
1,763
| – | – | 0.03% | 194 |
|
|
2013
Q4 | $45K | Buy |
+1,763
| New | +$45K | 0.02% | 347 |
|