Taylor Wealth Management Partners’s Delek Logistics DKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
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|
2019
Q3 | $516K | Hold |
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|
2019
Q2 | $528K | Hold |
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|
2019
Q1 | $535K | Hold |
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|
2018
Q4 | $483K | Sell |
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|
2018
Q3 | $930K | Hold |
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|
2018
Q2 | $756K | Sell |
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|
2018
Q1 | $818K | Sell |
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|
2017
Q4 | $925K | Sell |
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|
2017
Q3 | $1.01M | Hold |
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|
2017
Q2 | $1.06M | Buy |
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|
2017
Q1 | $941K | Buy |
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|
2016
Q4 | $160K | Buy |
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|
2016
Q3 | $77K | Sell |
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|
2016
Q2 | $76K | Hold |
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|
2016
Q1 | $89K | Sell |
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|
2015
Q4 | $3.41M | Sell |
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|
2015
Q3 | $6.02M | Buy |
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|
2015
Q2 | $7.04M | Buy |
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|
2015
Q1 | $5.75M | Buy |
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