TrueWealth LLC’s Delta Air Lines DAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $67K | Sell |
2,373
-3,261
| -58% | -$92.1K | 0.03% | 240 |
|
|
2020
Q1 | $161K | Sell |
5,634
-152
| -3% | -$4.34K | 0.08% | 138 |
|
|
2019
Q4 | $338K | Buy |
5,786
+35
| +0.6% | +$2.05K | 0.14% | 98 |
|
|
2019
Q3 | $331K | Buy |
5,751
+35
| +0.6% | +$2.01K | 0.14% | 98 |
|
|
2019
Q2 | $324K | Hold |
5,716
| – | – | 0.14% | 97 |
|
|
2019
Q1 | $295K | Buy |
5,716
+49
| +0.9% | +$2.53K | 0.14% | 100 |
|
|
2018
Q4 | $283K | Sell |
5,667
-95
| -2% | -$4.74K | 0.14% | 99 |
|
|
2018
Q3 | $333K | Buy |
5,762
+700
| +14% | +$40.5K | 0.15% | 96 |
|
|
2018
Q2 | $251K | Buy |
5,062
+141
| +3% | +$6.99K | 0.12% | 113 |
|
|
2018
Q1 | $270K | Hold |
4,921
| – | – | 0.14% | 103 |
|
|
2017
Q4 | $276K | Buy |
+4,921
| New | +$276K | 0.13% | 106 |
|