J.P. Morgan Private Wealth Advisors’s Delek US DK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-32,197
| Closed | -$483K | – | 2019 |
|
|
2021
Q4 | $483K | Buy |
32,197
+110
| +0.3% | +$1.65K | ﹤0.01% | 1572 |
|
|
2021
Q3 | $577K | Buy |
32,087
+1,482
| +5% | +$26.7K | ﹤0.01% | 1444 |
|
|
2021
Q2 | $662K | Buy |
30,605
+4,435
| +17% | +$95.9K | ﹤0.01% | 1376 |
|
|
2021
Q1 | $570K | Buy |
26,170
+4,276
| +20% | +$93.1K | ﹤0.01% | 1257 |
|
|
2020
Q4 | $352K | Buy |
21,894
+2,473
| +13% | +$39.8K | ﹤0.01% | 1433 |
|
|
2020
Q3 | $216K | Buy |
19,421
+793
| +4% | +$8.82K | ﹤0.01% | 1497 |
|
|
2020
Q2 | $324K | Buy |
+18,628
| New | +$324K | ﹤0.01% | 1276 |
|
|
2020
Q1 | – | Sell |
-7,070
| Closed | -$237K | – | 1445 |
|
|
2019
Q4 | $237K | Buy |
+7,070
| New | +$237K | ﹤0.01% | 1337 |
|