Catamount 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-12,209
| Closed | -$445K | – | 161 |
|
|
2016
Q2 | $445K | Sell |
12,209
-3,500
| -22% | -$128K | 0.51% | 21 |
|
|
2016
Q1 | $765K | Sell |
15,709
-2,050
| -12% | -$99.8K | 0.89% | 16 |
|
|
2015
Q4 | $900K | Buy |
+17,759
| New | +$900K | 0.81% | 17 |
|
|
2015
Q2 | – | Sell |
-3,412
| Closed | -$153K | – | 200 |
|
|
2015
Q1 | $153K | Hold |
3,412
| – | – | 0.13% | 34 |
|
|
2014
Q4 | $168K | Buy |
+3,412
| New | +$168K | 0.16% | 31 |
|