Pathstone Family Office’s Delek US DK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-16
| Closed | – | – | 818 |
|
|
2020
Q4 | $0 | Hold |
16
| – | – | ﹤0.01% | 1170 |
|
|
2020
Q3 | $0 | Sell |
16
-16
| -50% | – | ﹤0.01% | 846 |
|
|
2020
Q2 | $0 | Buy |
+32
| New | – | ﹤0.01% | 779 |
|
|
2019
Q2 | – | Sell |
-54
| Closed | -$2K | – | 692 |
|
|
2019
Q1 | $2K | Sell |
54
-558
| -91% | -$20.7K | ﹤0.01% | 755 |
|
|
2018
Q4 | $20K | Buy |
+612
| New | +$20K | 0.01% | 263 |
|