J.P. Morgan Private Wealth Advisors’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 | $286K | Hold |
6,803
| – | – | ﹤0.01% | 1503 |
|
|
2023
Q2 | $371K | Hold |
6,803
| – | – | ﹤0.01% | 1154 |
|
|
2023
Q1 | $323K | Hold |
6,803
| – | – | ﹤0.01% | 1652 |
|
|
2022
Q4 | $308K | Hold |
6,803
| – | – | ﹤0.01% | 1651 |
|
|
2022
Q3 | $347K | Sell |
6,803
-7,162
| -51% | -$365K | ﹤0.01% | 1597 |
|
|
2022
Q2 | $680K | Buy |
13,965
+4,130
| +42% | +$201K | ﹤0.01% | 1320 |
|
|
2022
Q1 | $433K | Buy |
9,835
+2,729
| +38% | +$120K | ﹤0.01% | 1593 |
|
|
2021
Q4 | $304K | Buy |
7,106
+2,543
| +56% | +$109K | ﹤0.01% | 1742 |
|
|
2021
Q3 | $206K | Buy |
+4,563
| New | +$206K | ﹤0.01% | 1845 |
|
|
2020
Q1 | – | Sell |
-8,565
| Closed | -$274K | – | 1446 |
|
|
2019
Q4 | $274K | Hold |
8,565
| – | – | ﹤0.01% | 1276 |
|
|
2019
Q3 | $268K | Sell |
8,565
-350
| -4% | -$11K | ﹤0.01% | 1226 |
|
|
2019
Q2 | $285K | Hold |
8,915
| – | – | ﹤0.01% | 1170 |
|
|
2019
Q1 | $289K | Buy |
8,915
+487
| +6% | +$15.8K | ﹤0.01% | 1225 |
|
|
2018
Q4 | $247K | Sell |
8,428
-149
| -2% | -$4.37K | ﹤0.01% | 1253 |
|
|
2018
Q3 | $292K | Sell |
8,577
-1,200
| -12% | -$40.9K | ﹤0.01% | 1308 |
|
|
2018
Q2 | $270K | Buy |
+9,777
| New | +$270K | ﹤0.01% | 1248 |
|