RE Dickinson Investment Advisors’s Delek US DK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $20K | Sell |
110
-3,660
| -97% | -$665K | ﹤0.01% | 216 |
|
|
2024
Q3 | $70.7K | Buy |
3,770
+3,662
| +3,391% | +$68.7K | 0.04% | 77 |
|
|
2024
Q2 | $2.67K | Buy |
108
+1
| +0.9% | +$25 | ﹤0.01% | 197 |
|
|
2024
Q1 | $3K | Buy |
107
+1
| +0.9% | +$28 | ﹤0.01% | 194 |
|
|
2023
Q4 | $3K | Buy |
106
+1
| +1% | +$28 | ﹤0.01% | 200 |
|
|
2023
Q3 | $3K | Sell |
105
-24
| -19% | -$686 | ﹤0.01% | 221 |
|
|
2023
Q2 | $3K | Buy |
129
+2
| +2% | +$47 | ﹤0.01% | 314 |
|
|
2023
Q1 | $3K | Buy |
127
+1
| +0.8% | +$24 | ﹤0.01% | 340 |
|
|
2022
Q4 | $3K | Buy |
126
+1
| +0.8% | +$24 | ﹤0.01% | 315 |
|
|
2022
Q3 | $3K | Buy |
125
+1
| +0.8% | +$24 | ﹤0.01% | 196 |
|
|
2022
Q2 | $3 | Hold |
124
| – | – | ﹤0.01% | 225 |
|
|
2022
Q1 | $3K | Hold |
124
| – | – | ﹤0.01% | 238 |
|
|
2021
Q4 | $2K | Buy |
+124
| New | +$2K | ﹤0.01% | 259 |
|