Delta Investment Management, LLC Schwab Intermediate Term Us Tr Transaction History

Delta Investment Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 05, 2023	BUY	$48.55 - $50.78 $324,799 - $339,718	6,690 New	6,690 $337,000
Q1 2022 May 11, 2022	SELL	$52.72 - $55.84 $210,352 - $222,801	-3,990 Closed	0 $0
Q4 2021 Feb 07, 2022	SELL	$55.82 - $56.81 $76,919 - $78,284	-1,378 Reduced 25.67%	3,990 $224,000
Q3 2021 Nov 12, 2021	SELL	$56.59 - $57.62 $134,627 - $137,077	-2,379 Reduced 30.71%	5,368 $304,000
Q2 2021 Aug 06, 2021	BUY	$56.38 - $57.16 $436,775 - $442,818	7,747 New	7,747 $441,000

405

142M

2.3K

7.4K

Get notified when there are updates to the investment portfolio of Delta Investment Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Delta Investment Management, LLC with notifications on news.