First Personal Financial Services’s Delek US DK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-114
| Closed | -$2K | – | 312 |
|
|
2020
Q4 | $2K | Sell |
114
-86
| -43% | -$1.51K | ﹤0.01% | 306 |
|
|
2020
Q3 | $2K | Hold |
200
| – | – | ﹤0.01% | 280 |
|
|
2020
Q2 | $3K | Hold |
200
| – | – | ﹤0.01% | 287 |
|
|
2020
Q1 | $3K | Hold |
200
| – | – | ﹤0.01% | 278 |
|
|
2019
Q4 | $7K | Sell |
200
-195
| -49% | -$6.83K | ﹤0.01% | 294 |
|
|
2019
Q3 | $14K | Hold |
395
| – | – | ﹤0.01% | 350 |
|
|
2019
Q2 | $16K | Buy |
395
+40
| +11% | +$1.62K | ﹤0.01% | 429 |
|
|
2019
Q1 | $13K | Hold |
355
| – | – | ﹤0.01% | 455 |
|
|
2018
Q4 | $12K | Buy |
355
+155
| +78% | +$5.24K | ﹤0.01% | 440 |
|
|
2018
Q3 | $8K | Hold |
200
| – | – | ﹤0.01% | 526 |
|
|
2018
Q2 | $10K | Buy |
200
+29
| +17% | +$1.45K | ﹤0.01% | 481 |
|
|
2018
Q1 | $7K | Sell |
171
-17
| -9% | -$696 | ﹤0.01% | 854 |
|
|
2017
Q4 | $7K | Hold |
188
| – | – | ﹤0.01% | 847 |
|
|
2017
Q3 | $5K | Buy |
+188
| New | +$5K | ﹤0.01% | 776 |
|
|
2017
Q2 | – | Sell |
-315
| Closed | -$8K | – | 861 |
|
|
2017
Q1 | $8K | Hold |
315
| – | – | ﹤0.01% | 747 |
|
|
2016
Q4 | $8K | Sell |
315
-7
| -2% | -$178 | ﹤0.01% | 752 |
|
|
2016
Q3 | $6K | Hold |
322
| – | – | ﹤0.01% | 674 |
|
|
2016
Q2 | $4K | Buy |
+322
| New | +$4K | ﹤0.01% | 701 |
|