Baker Tilly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,723
| Closed | -$274K | – | 309 |
|
|
2024
Q1 | $274K | Buy |
5,723
+16
| +0.3% | +$766 | 0.05% | 362 |
|
|
2023
Q4 | $230K | Sell |
5,707
-210
| -4% | -$8.45K | 0.04% | 427 |
|
|
2023
Q3 | $219K | Sell |
5,917
-311
| -5% | -$11.5K | 0.04% | 425 |
|
|
2023
Q2 | $296K | Buy |
6,228
+33
| +0.5% | +$1.57K | 0.03% | 454 |
|
|
2023
Q1 | $216K | Sell |
6,195
-498
| -7% | -$17.4K | 0.02% | 511 |
|
|
2022
Q4 | $220K | Sell |
6,693
-1,974
| -23% | -$64.9K | 0.03% | 496 |
|
|
2022
Q3 | $243K | Buy |
+8,667
| New | +$243K | 0.03% | 440 |
|