Whitney & Co’s Delta Air Lines DAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,621
| Closed | -$92K | – | 186 |
|
|
2018
Q3 | $92K | Buy |
1,621
+121
| +8% | +$6.87K | 0.02% | 141 |
|
|
2018
Q2 | $74K | Hold |
1,500
| – | – | 0.02% | 142 |
|
|
2018
Q1 | $82K | Buy |
+1,500
| New | +$82K | 0.02% | 141 |
|
|
2015
Q2 | – | Sell |
-4,500
| Closed | -$202K | – | 105 |
|
|
2015
Q1 | $202K | Buy |
4,500
+200
| +5% | +$8.98K | 0.09% | 99 |
|
|
2014
Q4 | $212K | Sell |
4,300
-1,500
| -26% | -$74K | 0.1% | 100 |
|
|
2014
Q3 | $210K | Buy |
5,800
+100
| +2% | +$3.62K | 0.1% | 101 |
|
|
2014
Q2 | $221K | Buy |
+5,700
| New | +$221K | 0.1% | 103 |
|