CCG 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
Q1 | – | Sell |
-28,601
| Closed | -$940K | – | 74 |
|
|
2022
Q4 | $940K | Buy |
28,601
+601
| +2% | +$19.7K | 0.52% | 26 |
|
|
2022
Q3 | $786K | Hold |
28,000
| – | – | 0.48% | 26 |
|
|
2022
Q2 | $811K | Hold |
28,000
| – | – | 0.46% | 27 |
|
|
2022
Q1 | $1.11M | Hold |
28,000
| – | – | 0.54% | 28 |
|
|
2021
Q4 | $1.09M | Buy |
+28,000
| New | +$1.09M | 0.57% | 27 |
|