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Retirement Planning Company of New England’s Delek US DK Stock Holding History

Retirement Planning Company of New England’s Portfolio DK Stock Details DK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-510
Closed -$7K – 381
2021
Q4 		$7K Buy
+510
New +$9.02K ﹤0.01% 700

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Retirement Planning Company of New England's DK Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of Delek US (DK) in Q1 2022, closing a stake of 510 shares — an estimated $7K sold.

Retirement Planning Company of New England first reported a position in DK in Q4 2021 and held it in 1 quarter. The position peaked at $7K in Q4 2021. 197 funds tracked by Wall St. Rank hold DK as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining Delek US position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 510 Delek US shares in Q1 2022, an estimated $7K.
  • Retirement Planning Company of New England first reported a position in Delek US in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's Delek US position peaked at $7K in Q4 2021.
  • 197 funds tracked by Wall St. Rank held Delek US as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.