Jacobus Wealth Management’s Delek Logistics DKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-5,035
| Closed | -$158K | – | 229 |
|
|
2016
Q1 | $158K | Buy |
5,035
+165
| +3% | +$5.18K | 0.05% | 223 |
|
|
2015
Q4 | $174K | Hold |
4,870
| – | – | 0.05% | 215 |
|
|
2015
Q3 | $147K | Hold |
4,870
| – | – | 0.04% | 234 |
|
|
2015
Q2 | $224K | Buy |
4,870
+1,150
| +31% | +$52.9K | 0.06% | 207 |
|
|
2015
Q1 | $162K | Hold |
3,720
| – | – | 0.04% | 236 |
|
|
2014
Q4 | $132K | Buy |
+3,720
| New | +$132K | 0.03% | 256 |
|