Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Delek Logistics DKL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DKL Stock Details DKL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$25K Buy
503
+201
+67% +$10.3K ﹤0.01% 4286
2025
Q4 		$13K Buy
302
+7
+2% +$314 ﹤0.01% 4410
2025
Q3 		$13K Buy
+295
New +$13K ﹤0.01% 4339
2022
Q4 		– Sell
-2,500
Closed -$127K – 4021
2022
Q3 		$127K Hold
2,500
– – ﹤0.01% 1239
2022
Q2 		$122K Hold
2,500
– – ﹤0.01% 1232
2022
Q1 		$110K Hold
2,500
– – ﹤0.01% 1288
2021
Q4 		$107K Buy
+2,500
New +$115K ﹤0.01% 1267

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