U.S. Capital Wealth Advisors’s Delek Logistics DKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-20,000
| Closed | -$1.09M | – | 645 |
|
|
2023
Q2 | $1.09M | Hold |
20,000
| – | – | 0.05% | 310 |
|
|
2023
Q1 | $948K | Hold |
20,000
| – | – | 0.04% | 308 |
|
|
2022
Q4 | $905K | Sell |
20,000
-2,500
| -11% | -$113K | 0.04% | 344 |
|
|
2022
Q3 | $1.15M | Hold |
22,500
| – | – | 0.06% | 311 |
|
|
2022
Q2 | $1.1M | Hold |
22,500
| – | – | 0.05% | 335 |
|
|
2022
Q1 | $990K | Hold |
22,500
| – | – | 0.04% | 395 |
|
|
2021
Q4 | $961K | Hold |
22,500
| – | – | 0.04% | 405 |
|
|
2021
Q3 | $1.02M | Buy |
+22,500
| New | +$1.02M | 0.04% | 377 |
|