Wealthspire Advisors (Maryland)’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
Q3 | $222K | Buy |
+7,254
| New | +$222K | 0.01% | 426 |
|
|
2020
Q1 | – | Sell |
-8,479
| Closed | -$496K | – | 445 |
|
|
2019
Q4 | $496K | Sell |
8,479
-2,391
| -22% | -$140K | 0.03% | 280 |
|
|
2019
Q3 | $626K | Buy |
10,870
+1,247
| +13% | +$71.8K | 0.05% | 223 |
|
|
2019
Q2 | $546K | Sell |
9,623
-5,668
| -37% | -$322K | 0.04% | 241 |
|
|
2019
Q1 | $790K | Buy |
15,291
+4,554
| +42% | +$235K | 0.06% | 168 |
|
|
2018
Q4 | $536K | Sell |
10,737
-493
| -4% | -$24.6K | 0.05% | 207 |
|
|
2018
Q3 | $649K | Buy |
11,230
+1,083
| +11% | +$62.6K | 0.05% | 198 |
|
|
2018
Q2 | $503K | Buy |
10,147
+258
| +3% | +$12.8K | 0.05% | 237 |
|
|
2018
Q1 | $542K | Sell |
9,889
-2,319
| -19% | -$127K | 0.05% | 227 |
|
|
2017
Q4 | $684K | Buy |
12,208
+2,073
| +20% | +$116K | 0.07% | 200 |
|
|
2017
Q3 | $489K | Buy |
10,135
+1,076
| +12% | +$51.9K | 0.05% | 243 |
|
|
2017
Q2 | $487K | Buy |
9,059
+421
| +5% | +$22.6K | 0.06% | 234 |
|
|
2017
Q1 | $397K | Buy |
8,638
+1,646
| +24% | +$75.7K | 0.06% | 231 |
|
|
2016
Q4 | $344K | Buy |
6,992
+1,261
| +22% | +$62K | 0.05% | 244 |
|
|
2016
Q3 | $226K | Sell |
5,731
-311
| -5% | -$12.3K | 0.04% | 345 |
|
|
2016
Q2 | $220K | Sell |
6,042
-1,084
| -15% | -$39.5K | 0.04% | 339 |
|
|
2016
Q1 | $347K | Buy |
7,126
+2,448
| +52% | +$119K | 0.06% | 219 |
|
|
2015
Q4 | $237K | Buy |
+4,678
| New | +$237K | 0.04% | 319 |
|