Groesbeck Investment Management’s Delek Logistics DKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,929
| Closed | -$215K | – | 85 |
|
|
2023
Q2 | $215K | Sell |
3,929
-1,058
| -21% | -$57.9K | 0.33% | 77 |
|
|
2023
Q1 | $237K | Hold |
4,987
| – | – | 0.36% | 78 |
|
|
2022
Q4 | $225K | Sell |
4,987
-490
| -9% | -$22.1K | 0.38% | 76 |
|
|
2022
Q3 | $267K | Hold |
5,477
| – | – | 0.44% | 72 |
|
|
2022
Q2 | $267K | Hold |
5,477
| – | – | 0.44% | 72 |
|
|
2022
Q1 | $241K | Hold |
5,477
| – | – | 0.27% | 101 |
|
|
2021
Q4 | $234K | Sell |
5,477
-1,612
| -23% | -$68.9K | 0.3% | 87 |
|
|
2021
Q3 | $320K | Sell |
7,089
-269
| -4% | -$12.1K | 0.37% | 90 |
|
|
2021
Q2 | $308K | Hold |
7,358
| – | – | 0.39% | 78 |
|
|
2021
Q1 | $264K | Buy |
+7,358
| New | +$264K | 0.38% | 82 |
|