Partnership 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
2024
Q4
Sell
-2,047
Closed -$104K 98
2024
Q3
$104K Sell
2,047
-1,268
-38% -$64.4K 0.07% 93
2024
Q2
$157K Sell
3,315
-2,875
-46% -$136K 0.12% 102
2024
Q1
$296K Sell
6,190
-626
-9% -$30K 0.21% 86
2023
Q4
$267K Buy
+6,816
New +$267K 0.2% 88