B. Riley Wealth Advisors’s Delek Logistics DKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-9,430
| Closed | -$382K | – | 1300 |
|
|
2024
Q2 | $382K | Sell |
9,430
-3,982
| -30% | -$161K | 0.01% | 928 |
|
|
2024
Q1 | $563K | Buy |
13,412
+3,215
| +32% | +$135K | 0.02% | 737 |
|
|
2023
Q4 | $440K | Sell |
10,197
-3,215
| -24% | -$139K | 0.01% | 879 |
|
|
2023
Q3 | $563K | Sell |
13,412
-3,258
| -20% | -$137K | 0.02% | 737 |
|
|
2023
Q2 | $910K | Sell |
16,670
-4,401
| -21% | -$240K | 0.02% | 599 |
|
|
2023
Q1 | $999K | Sell |
21,071
-2,600
| -11% | -$123K | 0.03% | 537 |
|
|
2022
Q4 | $1.07M | Buy |
23,671
+468
| +2% | +$21.2K | 0.03% | 510 |
|
|
2022
Q3 | $1.18M | Buy |
+23,203
| New | +$1.18M | 0.04% | 453 |
|