Advocacy Wealth Management Services’s Delek US DK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-245
| Closed | -$8K | – | 121 |
|
2019
Q4 | $8K | Hold |
245
| – | – | ﹤0.01% | 126 |
|
2019
Q3 | $9K | Hold |
245
| – | – | 0.01% | 128 |
|
2019
Q2 | $10K | Hold |
245
| – | – | 0.01% | 131 |
|
2019
Q1 | $9K | Hold |
245
| – | – | 0.01% | 109 |
|
2018
Q4 | $8K | Hold |
245
| – | – | 0.01% | 126 |
|
2018
Q3 | $10K | Hold |
245
| – | – | 0.01% | 129 |
|
2018
Q2 | $12K | Hold |
245
| – | – | 0.01% | 117 |
|
2018
Q1 | $10K | Buy |
+245
| New | +$10K | 0.01% | 138 |
|