Avitas 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
Q2 | – | Sell |
-67,769
| Closed | -$3.27M | – | 204 |
|
|
2021
Q1 | $3.27M | Sell |
67,769
-2,312
| -3% | -$112K | 0.64% | 54 |
|
|
2020
Q4 | $2.82M | Buy |
70,081
+610
| +0.9% | +$24.5K | 0.57% | 60 |
|
|
2020
Q3 | $2.12M | Buy |
69,471
+15,289
| +28% | +$467K | 0.59% | 56 |
|
|
2020
Q2 | $1.52M | Buy |
54,182
+12,612
| +30% | +$354K | 0.5% | 79 |
|
|
2020
Q1 | $1.19M | Sell |
41,570
-10,593
| -20% | -$302K | 0.54% | 72 |
|
|
2019
Q4 | $3.05M | Buy |
52,163
+266
| +0.5% | +$15.6K | 0.78% | 58 |
|
|
2019
Q3 | $2.99M | Buy |
51,897
+761
| +1% | +$43.8K | 0.83% | 57 |
|
|
2019
Q2 | $2.9M | Sell |
51,136
-87
| -0.2% | -$4.94K | 0.81% | 52 |
|
|
2019
Q1 | $2.65M | Buy |
51,223
+499
| +1% | +$25.8K | 0.77% | 58 |
|
|
2018
Q4 | $2.53M | Buy |
50,724
+305
| +0.6% | +$15.2K | 0.83% | 57 |
|
|
2018
Q3 | $2.92M | Buy |
50,419
+1,942
| +4% | +$112K | 0.83% | 51 |
|
|
2018
Q2 | $2.4M | Buy |
+48,477
| New | +$2.4M | 0.75% | 64 |
|