B. Riley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $352 | Buy |
12,148
+6,493
| +115% | +$188 | ﹤0.01% | 499 |
|
|
2022
Q1 | $224K | Buy |
5,655
+300
| +6% | +$11.9K | 0.02% | 529 |
|
|
2021
Q4 | $209K | Sell |
5,355
-261
| -5% | -$10.2K | 0.01% | 572 |
|
|
2021
Q3 | $239K | Buy |
+5,616
| New | +$239K | 0.02% | 514 |
|
|
2020
Q1 | – | Sell |
-4,668
| Closed | -$273K | – | 527 |
|
|
2019
Q4 | $273K | Sell |
4,668
-300
| -6% | -$17.5K | 0.04% | 305 |
|
|
2019
Q3 | $286K | Sell |
4,968
-2,800
| -36% | -$161K | 0.05% | 280 |
|
|
2019
Q2 | $441 | Buy |
7,768
+1,389
| +22% | +$79 | 0.07% | 221 |
|
|
2019
Q1 | $329K | Buy |
+6,379
| New | +$329K | 0.06% | 261 |
|
|
2015
Q3 | – | Sell |
-800
| Closed | -$32K | – | 265 |
|
|
2015
Q2 | $32K | Sell |
800
-719
| -47% | -$28.8K | 0.03% | 510 |
|
|
2015
Q1 | $68K | Sell |
1,519
-200
| -12% | -$8.95K | 0.05% | 358 |
|
|
2014
Q4 | $84K | Sell |
1,719
-21,300
| -93% | -$1.04M | 0.07% | 301 |
|
|
2014
Q3 | $832K | Sell |
23,019
-4,387
| -16% | -$159K | 0.62% | 31 |
|
|
2014
Q2 | $1.06M | Buy |
27,406
+16,747
| +157% | +$648K | 0.69% | 26 |
|
|
2014
Q1 | $369K | Buy |
+10,659
| New | +$369K | 0.27% | 91 |
|