TWA
TCI Wealth Advisors’s Delek US DK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-508
| Closed | -$11.7K | – | 743 |
|
|
2023
Q1 | $11.7K | Hold |
508
| – | – | ﹤0.01% | 985 |
|
|
2022
Q4 | $13.7K | Buy |
508
+1
| +0.2% | +$27 | ﹤0.01% | 872 |
|
|
2022
Q3 | $14K | Buy |
507
+1
| +0.2% | +$28 | ﹤0.01% | 824 |
|
|
2022
Q2 | $13K | Hold |
506
| – | – | ﹤0.01% | 844 |
|
|
2022
Q1 | $11K | Hold |
506
| – | – | ﹤0.01% | 1030 |
|
|
2021
Q4 | $8K | Buy |
+506
| New | +$8K | ﹤0.01% | 1311 |
|
|
2021
Q3 | – | Sell |
-157
| Closed | -$3K | – | 2405 |
|
|
2021
Q2 | $3K | Buy |
157
+81
| +107% | +$1.55K | ﹤0.01% | 1713 |
|
|
2021
Q1 | $2K | Buy |
+76
| New | +$2K | ﹤0.01% | 1699 |
|
|
2020
Q1 | – | Sell |
-39
| Closed | -$1K | – | 1521 |
|
|
2019
Q4 | $1K | Sell |
39
-152
| -80% | -$3.9K | ﹤0.01% | 1313 |
|
|
2019
Q3 | $7K | Buy |
191
+152
| +390% | +$5.57K | ﹤0.01% | 713 |
|
|
2019
Q2 | $2K | Hold |
39
| – | – | ﹤0.01% | 991 |
|
|
2019
Q1 | $1K | Hold |
39
| – | – | ﹤0.01% | 1184 |
|
|
2018
Q4 | $1K | Hold |
39
| – | – | ﹤0.01% | 1173 |
|
|
2018
Q3 | $2K | Hold |
39
| – | – | ﹤0.01% | 1008 |
|
|
2018
Q2 | $2K | Hold |
39
| – | – | ﹤0.01% | 1054 |
|
|
2018
Q1 | $2K | Hold |
39
| – | – | ﹤0.01% | 954 |
|
|
2017
Q4 | $1K | Hold |
39
| – | – | ﹤0.01% | 1165 |
|
|
2017
Q3 | $1K | Buy |
+39
| New | +$1K | ﹤0.01% | 1089 |
|
|
2017
Q2 | – | Sell |
-39
| Closed | -$1K | – | 1342 |
|
|
2017
Q1 | $1K | Hold |
39
| – | – | ﹤0.01% | 1069 |
|
|
2016
Q4 | $1K | Hold |
39
| – | – | ﹤0.01% | 1144 |
|
|
2016
Q3 | $1K | Hold |
39
| – | – | ﹤0.01% | 1103 |
|
|
2016
Q2 | $1K | Hold |
39
| – | – | ﹤0.01% | 1045 |
|
|
2016
Q1 | $1K | Buy |
+39
| New | +$1K | ﹤0.01% | 1064 |
|