Foundations Investment Advisors’s Delek Logistics DKL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-4,898
Closed -$207K 877
2024
Q4
$207K Buy
4,898
+75
+2% +$3.17K ﹤0.01% 796
2024
Q3
$211K Buy
+4,823
New +$211K ﹤0.01% 761