Waverly Advisors’s Delek US DK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $252K | Buy |
+11,876
| New | +$252K | ﹤0.01% | 1040 |
|
|
2014
Q4 | – | Sell |
-156
| Closed | -$5K | – | 488 |
|
|
2014
Q3 | $5K | Hold |
156
| – | – | ﹤0.01% | 619 |
|
|
2014
Q2 | $4K | Buy |
156
+109
| +232% | +$2.8K | ﹤0.01% | 621 |
|
|
2014
Q1 | $1K | Buy |
+47
| New | +$1K | ﹤0.01% | 680 |
|