Rockbridge Investment Management’s Delek US DK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-300
| Closed | -$7.74K | – | 245 |
|
|
2023
Q4 | $7.74K | Buy |
+300
| New | +$7.74K | ﹤0.01% | 423 |
|
|
2022
Q3 | – | Sell |
-300
| Closed | -$7.75K | – | 233 |
|
|
2022
Q2 | $7.75K | Sell |
300
-300
| -50% | -$7.75K | ﹤0.01% | 394 |
|
|
2022
Q1 | $13.3K | Hold |
600
| – | – | ﹤0.01% | 466 |
|
|
2021
Q4 | $9K | Hold |
600
| – | – | ﹤0.01% | 580 |
|
|
2021
Q3 | $11K | Hold |
600
| – | – | ﹤0.01% | 506 |
|
|
2021
Q2 | $13K | Hold |
600
| – | – | ﹤0.01% | 488 |
|
|
2021
Q1 | $13K | Hold |
600
| – | – | ﹤0.01% | 470 |
|
|
2020
Q4 | $10K | Hold |
600
| – | – | ﹤0.01% | 500 |
|
|
2020
Q3 | $7K | Hold |
600
| – | – | ﹤0.01% | 497 |
|
|
2020
Q2 | $10K | Buy |
+600
| New | +$10K | ﹤0.01% | 425 |
|