Signature Wealth Management Partners’s Delta Air Lines DAL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-12,975	Closed	-$522K	–	102
2023 Q4	$522K	Sell	12,975 -1,010	-7%	-$36.6K	0.46%	48
2023 Q3	$517K	Sell	13,985 -500	-3%	-$21.7K	0.51%	46
2023 Q2	$689K	Sell	14,485 -250	-2%	-$9.22K	0.64%	38
2023 Q1	$515K	Hold	14,735	–	–	0.48%	52
2022 Q4	$484K	Buy	14,735 +1,225	+9%	+$40.6K	0.48%	54
2022 Q3	$379K	Sell	13,510 -1,225	-8%	-$38.9K	0.42%	60
2022 Q2	$427K	Buy	14,735 +1,725	+13%	+$65.8K	0.44%	59
2022 Q1	$515K	Buy	13,010 +4,763	+58%	+$185K	0.44%	59
2021 Q4	$322K	Sell	8,247 -100	-1%	-$4K	0.27%	80
2021 Q3	$356K	Buy	8,347 +100	+1%	+$4.08K	0.32%	69
2021 Q2	$357K	Hold	8,247	–	–	0.32%	72
2021 Q1	$398K	Buy	8,247 +1,418	+21%	+$62.7K	0.38%	65
2020 Q4	$275K	Buy	+6,829	New	+$248K	0.27%	73