HWP
DAL icon

Hefty Wealth Partners’s Delta Air Lines DAL Stock Holding History

Hefty Wealth Partners’s Portfolio DAL Stock Details DAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$4K Hold
81
– – ﹤0.01% 216
2017
Q4 		$5K Hold
81
– – ﹤0.01% 212
2017
Q3 		$4K Hold
81
– – ﹤0.01% 215
2017
Q2 		$4K Hold
81
– – ﹤0.01% 199
2017
Q1 		$3K Hold
81
– – ﹤0.01% 215
2016
Q4 		$3K Hold
81
– – ﹤0.01% 207
2016
Q3 		$3K Hold
81
– – ﹤0.01% 210
2016
Q2 		$2K Hold
81
– – ﹤0.01% 194
2016
Q1 		$3K Hold
81
– – ﹤0.01% 190
2015
Q4 		$4K Buy
+81
New +$4K ﹤0.01% 166

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BlackRock
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Primecap Management
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LPU
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State Street
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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Newport Trust Company
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PCM
PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 1-Year Est. Return