WWM
Willingdon 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 | $5K | Buy |
190
+141
| +288% | +$3.71K | ﹤0.01% | 221 |
|
|
2019
Q4 | $3K | Hold |
49
| – | – | ﹤0.01% | 298 |
|
|
2019
Q3 | $3K | Buy |
+49
| New | +$3K | ﹤0.01% | 302 |
|
|
2019
Q2 | – | Sell |
-42
| Closed | -$2K | – | 317 |
|
|
2019
Q1 | $2K | Buy |
+42
| New | +$2K | ﹤0.01% | 303 |
|
|
2016
Q4 | – | Sell |
-12,400
| Closed | -$488K | – | 114 |
|
|
2016
Q3 | $488K | Buy |
12,400
+2,400
| +24% | +$94.5K | 0.25% | 101 |
|
|
2016
Q2 | $365K | Buy |
+10,000
| New | +$365K | 0.19% | 103 |
|