LeJeune Puetz Investment Counsel’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 | $297K | Hold |
8,495
| – | – | 0.11% | 134 |
|
|
2022
Q4 | $279K | Hold |
8,495
| – | – | 0.1% | 139 |
|
|
2022
Q3 | $238K | Hold |
8,495
| – | – | 0.1% | 137 |
|
|
2022
Q2 | $246K | Buy |
+8,495
| New | +$246K | 0.1% | 139 |
|
|
2021
Q2 | – | Sell |
-4,850
| Closed | -$234K | – | 188 |
|
|
2021
Q1 | $234K | Buy |
+4,850
| New | +$234K | 0.09% | 144 |
|
|
2020
Q2 | – | Sell |
-4,150
| Closed | -$118K | – | 169 |
|
|
2020
Q1 | $118K | Buy |
+4,150
| New | +$118K | 0.07% | 156 |
|