Lake Point 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | $10K | Sell |
352
-156
| -31% | -$4.43K | 0.01% | 150 |
|
2022
Q1 | $20K | Hold |
508
| – | – | 0.01% | 109 |
|
2021
Q4 | $20K | Hold |
508
| – | – | 0.01% | 118 |
|
2021
Q3 | $22K | Hold |
508
| – | – | 0.01% | 102 |
|
2021
Q2 | $22K | Buy |
+508
| New | +$22K | 0.01% | 111 |
|
2020
Q1 | $4K | Hold |
156
| – | – | ﹤0.01% | 179 |
|
2019
Q4 | $9K | Buy |
+156
| New | +$9K | ﹤0.01% | 282 |
|
2019
Q2 | $9K | Hold |
156
| – | – | ﹤0.01% | 340 |
|
2019
Q1 | $9K | Sell |
156
-4,520
| -97% | -$261K | ﹤0.01% | 340 |
|
2018
Q4 | $233K | Buy |
+4,676
| New | +$233K | 0.09% | 128 |
|