YorkBridge Wealth Partners’s Delek US DK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-165
| Closed | -$7K | – | 286 |
|
|
2019
Q2 | $7K | Sell |
165
-31
| -16% | -$1.32K | ﹤0.01% | 622 |
|
|
2019
Q1 | $7K | Sell |
196
-123
| -39% | -$4.39K | ﹤0.01% | 626 |
|
|
2018
Q4 | $10K | Sell |
319
-56
| -15% | -$1.76K | 0.01% | 566 |
|
|
2018
Q3 | $16K | Sell |
375
-54
| -13% | -$2.3K | 0.01% | 559 |
|
|
2018
Q2 | $22K | Buy |
429
+383
| +833% | +$19.6K | 0.01% | 515 |
|
|
2018
Q1 | $2K | Hold |
46
| – | – | ﹤0.01% | 765 |
|
|
2017
Q4 | $1K | Buy |
+46
| New | +$1K | ﹤0.01% | 839 |
|