Private Wealth Partners’s Delta Air Lines DAL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-9,100
Closed -$489K 123
2017
Q2
$489K Sell
9,100
-100
-1% -$5.37K 0.11% 83
2017
Q1
$423K Buy
9,200
+3,900
+74% +$179K 0.09% 86
2016
Q4
$261K Sell
5,300
-3,100
-37% -$153K 0.06% 98
2016
Q3
$331K Sell
8,400
-3,200
-28% -$126K 0.08% 94
2016
Q2
$423K Sell
11,600
-1,000
-8% -$36.5K 0.1% 93
2016
Q1
$613K Sell
12,600
-200
-2% -$9.73K 0.15% 84
2015
Q4
$649K Sell
12,800
-600
-4% -$30.4K 0.15% 89
2015
Q3
$601K Sell
13,400
-2,200
-14% -$98.7K 0.15% 95
2015
Q2
$641K Buy
+15,600
New +$641K 0.14% 94