Heritage Wealth Management (Arizona)’s Delta Air Lines DAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $58.4K | Buy |
1,778
+1,100
| +162% | +$36.1K | 0.01% | 479 |
|
|
2022
Q3 | $19K | Sell |
678
-1,000
| -60% | -$28K | 0.01% | 536 |
|
|
2022
Q2 | $48.6K | Sell |
1,678
-56
| -3% | -$1.62K | 0.02% | 421 |
|
|
2022
Q1 | $69K | Buy |
+1,734
| New | +$69K | 0.02% | 420 |
|
|
2021
Q3 | $20K | Hold |
478
| – | – | 0.01% | 554 |
|
|
2021
Q2 | $21K | Hold |
478
| – | – | 0.01% | 556 |
|
|
2021
Q1 | $23K | Buy |
+478
| New | +$23K | 0.01% | 473 |
|