Patriot 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
2018
Q2
Sell
-125,671
Closed -$6.89M 82
2018
Q1
$6.89M Buy
125,671
+2,990
+2% +$164K 0.98% 37
2017
Q4
$6.87M Buy
122,681
+31,164
+34% +$1.75M 0.97% 39
2017
Q3
$4.41M Buy
91,517
+739
+0.8% +$35.6K 0.72% 51
2017
Q2
$4.88M Buy
+90,778
New +$4.88M 0.82% 50