YorkBridge Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-13,191
| Closed | -$653K | – | 770 |
|
|
2018
Q2 | $653K | Sell |
13,191
-250
| -2% | -$12.4K | 0.29% | 84 |
|
|
2018
Q1 | $712K | Buy |
13,441
+569
| +4% | +$30.1K | 0.33% | 79 |
|
|
2017
Q4 | $676K | Buy |
12,872
+30
| +0.2% | +$1.58K | 0.33% | 78 |
|
|
2017
Q3 | $619K | Buy |
12,842
+3,615
| +39% | +$174K | 0.32% | 76 |
|
|
2017
Q2 | $499K | Hold |
9,227
| – | – | 0.27% | 86 |
|
|
2017
Q1 | $441K | Sell |
9,227
-4,180
| -31% | -$200K | 0.23% | 91 |
|
|
2016
Q4 | $660K | Buy |
+13,407
| New | +$660K | 0.39% | 71 |
|