Winch Advisory Services’s Delek US DK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-1,913
| Closed | -$21K | – | 434 |
|
2020
Q3 | $21K | Sell |
1,913
-44
| -2% | -$483 | 0.01% | 137 |
|
2020
Q2 | $34K | Hold |
1,957
| – | – | 0.02% | 108 |
|
2020
Q1 | $31K | Sell |
1,957
-10,306
| -84% | -$163K | 0.02% | 106 |
|
2019
Q4 | $411K | Sell |
12,263
-605
| -5% | -$20.3K | 0.2% | 57 |
|
2019
Q3 | $467K | Buy |
12,868
+299
| +2% | +$10.9K | 0.24% | 44 |
|
2019
Q2 | $509K | Sell |
12,569
-2
| -0% | -$81 | 0.27% | 43 |
|
2019
Q1 | $458K | Buy |
12,571
+1,031
| +9% | +$37.6K | 0.25% | 50 |
|
2018
Q4 | $375K | Sell |
11,540
-561
| -5% | -$18.2K | 0.21% | 52 |
|
2018
Q3 | $513K | Buy |
12,101
+1,339
| +12% | +$56.8K | 0.26% | 53 |
|
2018
Q2 | $540K | Buy |
+10,762
| New | +$540K | 0.29% | 50 |
|