Balboa Wealth Partners’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
Q3
Sell
-4,813
Closed -$228K 345
2024
Q2
$228K Sell
4,813
-2,849
-37% -$135K 0.06% 230
2024
Q1
$367K Sell
7,662
-484
-6% -$23.2K 0.11% 141
2023
Q4
$328K Buy
8,146
+261
+3% +$10.5K 0.11% 149
2023
Q3
$292K Buy
7,885
+2,697
+52% +$99.8K 0.11% 161
2023
Q2
$247K Buy
+5,188
New +$247K 0.09% 190