AE Wealth Management’s Delek Logistics DKL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-10,003
Closed -$455K 1347
2023
Q4
$455K Buy
10,003
+1,917
+24% +$87.2K ﹤0.01% 1488
2023
Q3
$339K Buy
+8,086
New +$339K ﹤0.01% 1557