TrueWealth 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
2021
Q4
Sell
-5,988
Closed -$255K 180
2021
Q3
$255K Sell
5,988
-1,250
-17% -$53.2K 0.14% 114
2021
Q2
$313K Hold
7,238
0.18% 94
2021
Q1
$322K Sell
7,238
-200
-3% -$8.9K 0.21% 87
2020
Q4
$293K Buy
+7,438
New +$293K 0.25% 66