BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $34K | Sell |
715
-32
| -4% | -$1.52K | ﹤0.01% | 422 |
|
|
2023
Q1 | $26.1K | Sell |
747
-280
| -27% | -$9.78K | ﹤0.01% | 482 |
|
|
2022
Q4 | $33.8K | Buy |
1,027
+84
| +9% | +$2.76K | ﹤0.01% | 419 |
|
|
2022
Q3 | $26K | Hold |
943
| – | – | ﹤0.01% | 454 |
|
|
2022
Q2 | $27K | Buy |
943
+100
| +12% | +$2.86K | ﹤0.01% | 457 |
|
|
2022
Q1 | $33K | Hold |
843
| – | – | ﹤0.01% | 443 |
|
|
2021
Q4 | $33K | Buy |
843
+50
| +6% | +$1.96K | ﹤0.01% | 478 |
|
|
2021
Q3 | $34K | Buy |
793
+30
| +4% | +$1.29K | ﹤0.01% | 449 |
|
|
2021
Q2 | $33K | Buy |
763
+31
| +4% | +$1.34K | ﹤0.01% | 445 |
|
|
2021
Q1 | $35K | Buy |
732
+26
| +4% | +$1.24K | ﹤0.01% | 411 |
|
|
2020
Q4 | $28K | Hold |
706
| – | – | ﹤0.01% | 422 |
|
|
2020
Q3 | $22K | Sell |
706
-1,308
| -65% | -$40.8K | ﹤0.01% | 410 |
|
|
2020
Q2 | $57K | Buy |
2,014
+1,630
| +424% | +$46.1K | 0.01% | 339 |
|
|
2020
Q1 | $11K | Sell |
384
-737
| -66% | -$21.1K | ﹤0.01% | 477 |
|
|
2019
Q4 | $66K | Buy |
1,121
+53
| +5% | +$3.12K | 0.01% | 320 |
|
|
2019
Q3 | $62K | Hold |
1,068
| – | – | 0.01% | 309 |
|
|
2019
Q2 | $61K | Sell |
1,068
-15
| -1% | -$857 | 0.01% | 308 |
|
|
2019
Q1 | $56K | Hold |
1,083
| – | – | 0.01% | 328 |
|
|
2018
Q4 | $54K | Buy |
1,083
+23
| +2% | +$1.15K | 0.01% | 292 |
|
|
2018
Q3 | $61K | Buy |
1,060
+420
| +66% | +$24.2K | 0.01% | 298 |
|
|
2018
Q2 | $32K | Sell |
640
-16,083
| -96% | -$804K | 0.01% | 370 |
|
|
2018
Q1 | $917K | Buy |
16,723
+234
| +1% | +$12.8K | 0.25% | 85 |
|
|
2017
Q4 | $923K | Buy |
16,489
+285
| +2% | +$16K | 0.22% | 90 |
|
|
2017
Q3 | $781K | Buy |
16,204
+535
| +3% | +$25.8K | 0.2% | 102 |
|
|
2017
Q2 | $842K | Sell |
15,669
-789
| -5% | -$42.4K | 0.24% | 82 |
|
|
2017
Q1 | $756K | Sell |
16,458
-292
| -2% | -$13.4K | 0.22% | 90 |
|
|
2016
Q4 | $824K | Buy |
16,750
+1,417
| +9% | +$69.7K | 0.27% | 71 |
|
|
2016
Q3 | $603K | Buy |
15,333
+3,660
| +31% | +$144K | 0.21% | 101 |
|
|
2016
Q2 | $425K | Buy |
11,673
+3,299
| +39% | +$120K | 0.18% | 111 |
|
|
2016
Q1 | $408K | Buy |
+8,374
| New | +$408K | 0.24% | 100 |
|