Aptus Capital Advisors’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 |
-15,565
| Closed | -$522K | – | 412 |
|
2019
Q4 | $522K | Buy |
15,565
+2,561
| +20% | +$85.9K | 0.04% | 212 |
|
2019
Q3 | $472K | Sell |
13,004
-3,349
| -20% | -$122K | 0.03% | 226 |
|
2019
Q2 | $662K | Buy |
16,353
+2,561
| +19% | +$104K | 0.09% | 173 |
|
2019
Q1 | $502K | Buy |
13,792
+5,910
| +75% | +$215K | 0.09% | 174 |
|
2018
Q4 | $256K | Buy |
+7,882
| New | +$256K | 0.07% | 114 |
|