WAM
WealthTrust Asset Management’s Delta Air Lines DAL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-19,616
| Closed | -$931K | – | 92 |
|
2024
Q2 | $931K | Buy |
19,616
+826
| +4% | +$39.2K | 0.68% | 38 |
|
2024
Q1 | $899K | Sell |
18,790
-380
| -2% | -$18.2K | 0.68% | 33 |
|
2023
Q4 | $771K | Sell |
19,170
-12,898
| -40% | -$519K | 0.65% | 39 |
|
2023
Q3 | $1.19M | Sell |
32,068
-205
| -0.6% | -$7.59K | 1.1% | 23 |
|
2023
Q2 | $1.53M | Buy |
32,273
+10,079
| +45% | +$479K | 1.39% | 18 |
|
2023
Q1 | $775K | Buy |
+22,194
| New | +$775K | 0.74% | 42 |
|