9258 Wealth Management’s Delta Air Lines DAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-4,906
| Closed | -$212K | – | 348 |
|
|
2021
Q2 | $212K | Hold |
4,906
| – | – | 0.06% | 323 |
|
|
2021
Q1 | $237K | Buy |
+4,906
| New | +$237K | 0.07% | 277 |
|
|
2020
Q4 | – | Sell |
-6,559
| Closed | -$201K | – | 312 |
|
|
2020
Q3 | $201K | Buy |
+6,559
| New | +$201K | 0.08% | 272 |
|
|
2020
Q1 | – | Sell |
-6,849
| Closed | -$401K | – | 283 |
|
|
2019
Q4 | $401K | Buy |
6,849
+1,666
| +32% | +$97.5K | 0.15% | 178 |
|
|
2019
Q3 | $299K | Sell |
5,183
-72
| -1% | -$4.15K | 0.23% | 133 |
|
|
2019
Q2 | $298K | Buy |
5,255
+283
| +6% | +$16K | 0.24% | 128 |
|
|
2019
Q1 | $257K | Buy |
4,972
+85
| +2% | +$4.39K | 0.22% | 129 |
|
|
2018
Q4 | $244K | Buy |
+4,887
| New | +$244K | 0.24% | 131 |
|