Burney Company’s Delek US DK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-44,869
| Closed | -$1.11M | – | 605 |
|
2024
Q2 | $1.11M | Buy |
+44,869
| New | +$1.11M | 0.04% | 300 |
|
2016
Q1 | – | Sell |
-13,142
| Closed | -$323K | – | 393 |
|
2015
Q4 | $323K | Buy |
13,142
+3,900
| +42% | +$95.9K | 0.02% | 296 |
|
2015
Q3 | $256K | Buy |
+9,242
| New | +$256K | 0.02% | 321 |
|
2015
Q2 | – | Sell |
-5,726
| Closed | -$228K | – | 403 |
|
2015
Q1 | $228K | Buy |
+5,726
| New | +$228K | 0.02% | 381 |
|
2014
Q1 | – | Sell |
-6,653
| Closed | -$229K | – | 401 |
|
2013
Q4 | $229K | Buy |
+6,653
| New | +$229K | 0.02% | 388 |
|