WealthPLAN Partners’s Delek US DK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-70
| Closed | -$1.68K | – | 497 |
|
|
2023
Q2 | $1.68K | Hold |
70
| – | – | ﹤0.01% | 1097 |
|
|
2023
Q1 | $1.61K | Buy |
+70
| New | +$1.61K | ﹤0.01% | 1156 |
|
|
2016
Q3 | – | Sell |
-508
| Closed | -$7 | – | 978 |
|
|
2016
Q2 | $7 | Buy |
+508
| New | +$7 | ﹤0.01% | 2545 |
|
|
2015
Q4 | $30 | Buy |
+1,256
| New | +$30 | ﹤0.01% | 1698 |
|