WealthPLAN 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,667
| Closed | -$429K | – | 317 |
|
|
2023
Q4 | $429K | Sell |
10,667
-3,094
| -22% | -$124K | 0.04% | 236 |
|
|
2023
Q3 | $509K | Sell |
13,761
-12,773
| -48% | -$473K | 0.06% | 200 |
|
|
2023
Q2 | $1.26M | Sell |
26,534
-4,856
| -15% | -$231K | 0.18% | 121 |
|
|
2023
Q1 | $1.1M | Sell |
31,390
-7,765
| -20% | -$271K | 0.12% | 142 |
|
|
2022
Q4 | $1.53M | Buy |
+39,155
| New | +$1.53M | 0.11% | 139 |
|
|
2022
Q1 | $1.51M | Buy |
35,064
+1,343
| +4% | +$57.8K | 0.1% | 134 |
|
|
2021
Q4 | $1.34M | Buy |
33,721
+3,984
| +13% | +$158K | 0.09% | 148 |
|
|
2021
Q3 | $1.13M | Buy |
29,737
+1,002
| +3% | +$38.1K | 0.08% | 160 |
|
|
2021
Q2 | $1.19M | Buy |
28,735
+1,781
| +7% | +$73.6K | 0.08% | 139 |
|
|
2021
Q1 | $1.2M | Buy |
26,954
+372
| +1% | +$16.6K | 0.09% | 128 |
|
|
2020
Q4 | $1.09M | Buy |
26,582
+2,668
| +11% | +$109K | 0.09% | 134 |
|
|
2020
Q3 | $822K | Sell |
23,914
-53
| -0.2% | -$1.82K | 0.08% | 137 |
|
|
2020
Q2 | $688K | Buy |
+23,967
| New | +$688K | 0.07% | 151 |
|
|
2017
Q2 | – | Sell |
-20
| Closed | -$889 | – | 233 |
|
|
2017
Q1 | $889 | Buy |
+20
| New | +$889 | ﹤0.01% | 435 |
|
|
2016
Q3 | $1.03K | Sell |
26
-254
| -91% | -$10K | ﹤0.01% | 894 |
|
|
2016
Q2 | $5.12K | Buy |
+280
| New | +$5.12K | ﹤0.01% | 1979 |
|
|
2015
Q4 | $5.39K | Buy |
+1,306
| New | +$5.39K | ﹤0.01% | 1315 |
|