Holistic Financial Partners’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
Q2 | – | Sell |
-6,930
| Closed | -$274K | – | 100 |
|
|
2022
Q1 | $274K | Hold |
6,930
| – | – | 0.17% | 77 |
|
|
2021
Q4 | $271K | Hold |
6,930
| – | – | 0.16% | 90 |
|
|
2021
Q3 | $295K | Hold |
6,930
| – | – | 0.18% | 80 |
|
|
2021
Q2 | $300K | Hold |
6,930
| – | – | 0.18% | 82 |
|
|
2021
Q1 | $335K | Hold |
6,930
| – | – | 0.22% | 67 |
|
|
2020
Q4 | $279K | Hold |
6,930
| – | – | 0.19% | 78 |
|
|
2020
Q3 | $212K | Sell |
6,930
-1,506
| -18% | -$46.1K | 0.17% | 83 |
|
|
2020
Q2 | $237K | Buy |
+8,436
| New | +$237K | 0.2% | 66 |
|
|
2018
Q2 | – | Sell |
-392
| Closed | -$21K | – | 112 |
|
|
2018
Q1 | $21K | Buy |
392
+134
| +52% | +$7.18K | 0.02% | 272 |
|
|
2017
Q4 | $14K | Buy |
+258
| New | +$14K | 0.01% | 309 |
|