WealthPlan Investment Management’s Delta Air Lines DAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-213
| Closed | -$10.1K | – | 199 |
|
|
2023
Q2 | $10.1K | Sell |
213
-141
| -40% | -$6.7K | ﹤0.01% | 278 |
|
|
2023
Q1 | $12.4K | Sell |
354
-38,801
| -99% | -$1.35M | ﹤0.01% | 315 |
|
|
2022
Q4 | $1.51M | Buy |
39,155
+1,190
| +3% | +$45.9K | 0.11% | 141 |
|
|
2022
Q3 | $1.3M | Buy |
+37,965
| New | +$1.3M | 0.1% | 148 |
|
|
2022
Q1 | $1.51M | Buy |
+35,064
| New | +$1.51M | 0.1% | 134 |
|