Creative Planning’s Delek Logistics DKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-500
| Closed | -$16K | – | 2278 |
|
|
2017
Q2 | $16K | Hold |
500
| – | – | ﹤0.01% | 3277 |
|
|
2017
Q1 | $17K | Hold |
500
| – | – | ﹤0.01% | 3186 |
|
|
2016
Q4 | $14K | Sell |
500
-7,610
| -94% | -$213K | ﹤0.01% | 3260 |
|
|
2016
Q3 | $232K | Buy |
8,110
+3,625
| +81% | +$104K | ﹤0.01% | 1315 |
|
|
2016
Q2 | $120K | Buy |
4,485
+3,985
| +797% | +$107K | ﹤0.01% | 1548 |
|
|
2016
Q1 | $16K | Hold |
500
| – | – | ﹤0.01% | 2887 |
|
|
2015
Q4 | $18K | Hold |
500
| – | – | ﹤0.01% | 2879 |
|
|
2015
Q3 | $15K | Buy |
+500
| New | +$15K | ﹤0.01% | 2919 |
|
|
2015
Q2 | – | Sell |
-500
| Closed | -$22K | – | 1492 |
|
|
2015
Q1 | $22K | Hold |
500
| – | – | ﹤0.01% | 2616 |
|
|
2014
Q4 | $18K | Hold |
500
| – | – | ﹤0.01% | 2697 |
|
|
2014
Q3 | $20K | Hold |
500
| – | – | ﹤0.01% | 2509 |
|
|
2014
Q2 | $17K | Hold |
500
| – | – | ﹤0.01% | 2539 |
|
|
2014
Q1 | $17K | Sell |
500
-3,000
| -86% | -$102K | ﹤0.01% | 2443 |
|
|
2013
Q4 | $111K | Buy |
+3,500
| New | +$111K | ﹤0.01% | 1140 |
|