Sun Life Financial’s Delek US DK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-4,684
| Closed | -$170K | – | 491 |
|
|
2019
Q3 | $170K | Buy |
4,684
+26
| +0.6% | +$944 | 0.04% | 200 |
|
|
2019
Q2 | $189K | Hold |
4,658
| – | – | 0.05% | 185 |
|
|
2019
Q1 | $170K | Buy |
4,658
+25
| +0.5% | +$912 | 0.04% | 214 |
|
|
2018
Q4 | $151K | Sell |
4,633
-2,284
| -33% | -$74.4K | 0.03% | 232 |
|
|
2018
Q3 | $293K | Buy |
6,917
+43
| +0.6% | +$1.82K | 0.05% | 177 |
|
|
2018
Q2 | $345K | Buy |
+6,874
| New | +$345K | 0.05% | 158 |
|