FinTrust Capital Advisors’s Delek US DK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-534
| Closed | -$12K | – | 1167 |
|
2021
Q1 | $12K | Sell |
534
-190
| -26% | -$4.27K | ﹤0.01% | 845 |
|
2020
Q4 | $12K | Sell |
724
-931
| -56% | -$15.4K | ﹤0.01% | 777 |
|
2020
Q3 | $18 | Sell |
1,655
-240
| -13% | -$3 | ﹤0.01% | 663 |
|
2020
Q2 | $33K | Buy |
1,895
+598
| +46% | +$10.4K | 0.01% | 549 |
|
2020
Q1 | $20K | Buy |
1,297
+700
| +117% | +$10.8K | 0.01% | 615 |
|
2019
Q4 | $20K | Hold |
597
| – | – | 0.01% | 630 |
|
2019
Q3 | $22K | Buy |
597
+88
| +17% | +$3.24K | 0.01% | 612 |
|
2019
Q2 | $21K | Hold |
509
| – | – | 0.01% | 586 |
|
2019
Q1 | $19K | Hold |
509
| – | – | 0.01% | 608 |
|
2018
Q4 | $17K | Buy |
+509
| New | +$17K | 0.01% | 626 |
|