Carson Wealth (CWM LLC)’s Delek Logistics DKL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-2,500
| Closed | -$127K | – | 4007 |
|
2022
Q3 | $127K | Hold |
2,500
| – | – | ﹤0.01% | 1237 |
|
2022
Q2 | $122K | Hold |
2,500
| – | – | ﹤0.01% | 1230 |
|
2022
Q1 | $110K | Hold |
2,500
| – | – | ﹤0.01% | 1286 |
|
2021
Q4 | $107K | Buy |
+2,500
| New | +$107K | ﹤0.01% | 1265 |
|