Private Wealth Management Group’s Delek US DK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-102
| Closed | -$1.54K | – | 1524 |
|
|
2025
Q1 | $1.54K | Sell |
102
-93
| -48% | -$1.4K | ﹤0.01% | 1147 |
|
|
2024
Q4 | $3.61K | Buy |
+195
| New | +$3.61K | ﹤0.01% | 872 |
|
|
2024
Q3 | – | Sell |
-37
| Closed | -$917 | – | 1514 |
|
|
2024
Q2 | $917 | Hold |
37
| – | – | ﹤0.01% | 1313 |
|
|
2024
Q1 | $1.14K | Hold |
37
| – | – | ﹤0.01% | 1211 |
|
|
2023
Q4 | $955 | Buy |
+37
| New | +$955 | ﹤0.01% | 1293 |
|