Peterson Wealth Advisors’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 |
-9,843
| Closed | -$500K | – | 85 |
|
|
2024
Q3 | $500K | Hold |
9,843
| – | – | 0.09% | 52 |
|
|
2024
Q2 | $467K | Buy |
9,843
+1
| +0% | +$47 | 0.1% | 48 |
|
|
2024
Q1 | $471K | Hold |
9,842
| – | – | 0.1% | 46 |
|
|
2023
Q4 | $396K | Sell |
9,842
-756
| -7% | -$30.4K | 0.09% | 46 |
|
|
2023
Q3 | $392K | Buy |
10,598
+24
| +0.2% | +$888 | 0.11% | 44 |
|
|
2023
Q2 | $507K | Hold |
10,574
| – | – | 0.13% | 42 |
|
|
2023
Q1 | $369K | Hold |
10,574
| – | – | 0.1% | 49 |
|
|
2022
Q4 | $347K | Sell |
10,574
-200
| -2% | -$6.57K | 0.1% | 46 |
|
|
2022
Q3 | $302K | Sell |
10,774
-1,420
| -12% | -$39.8K | 0.1% | 45 |
|
|
2022
Q2 | $353K | Buy |
+12,194
| New | +$353K | 0.12% | 43 |
|