Cary Street Partners Investment Advisory’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
Q4 | – | Sell |
-1,234
| Closed | -$45.7K | – | 881 |
|
|
2023
Q3 | $45.7K | Sell |
1,234
-1,293
| -51% | -$47.8K | ﹤0.01% | 897 |
|
|
2023
Q2 | $120K | Buy |
2,527
+1,007
| +66% | +$47.9K | 0.01% | 628 |
|
|
2023
Q1 | $53.1K | Buy |
1,520
+286
| +23% | +$9.99K | ﹤0.01% | 733 |
|
|
2022
Q4 | $40.5K | Buy |
+1,234
| New | +$40.5K | ﹤0.01% | 795 |
|
|
2020
Q4 | – | Sell |
-139
| Closed | -$4K | – | 461 |
|
|
2020
Q3 | $4K | Buy |
+139
| New | +$4K | ﹤0.01% | 851 |
|