Wealthstreet Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-9,733
| Closed | -$569K | – | 313 |
|
|
2019
Q4 | $569K | Buy |
9,733
+108
| +1% | +$6.31K | 0.07% | 221 |
|
|
2019
Q3 | $533K | Buy |
9,625
+50
| +0.5% | +$2.77K | 0.07% | 216 |
|
|
2019
Q2 | $544K | Sell |
9,575
-1,200
| -11% | -$68.2K | 0.07% | 211 |
|
|
2019
Q1 | $556K | Sell |
10,775
-1,550
| -13% | -$80K | 0.07% | 206 |
|
|
2018
Q4 | $592K | Sell |
12,325
-300
| -2% | -$14.4K | 0.08% | 191 |
|
|
2018
Q3 | $730K | Sell |
12,625
-100
| -0.8% | -$5.78K | 0.09% | 196 |
|
|
2018
Q2 | $630K | Sell |
12,725
-200
| -2% | -$9.9K | 0.08% | 208 |
|
|
2018
Q1 | $709K | Buy |
12,925
+2,000
| +18% | +$110K | 0.09% | 193 |
|
|
2017
Q4 | $612K | Buy |
+10,925
| New | +$612K | 0.07% | 209 |
|