B. Riley Wealth Management’s HF Sinclair DINO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-1,000
| Closed | -$42K | – | 282 |
|
|
2015
Q2 | $42K | Sell |
1,000
-400
| -29% | -$16.8K | 0.03% | 448 |
|
|
2015
Q1 | $56K | Sell |
1,400
-202
| -13% | -$8.08K | 0.04% | 391 |
|
|
2014
Q4 | $60K | Hold |
1,602
| – | – | 0.05% | 363 |
|
|
2014
Q3 | $69K | Sell |
1,602
-9
| -0.6% | -$388 | 0.05% | 355 |
|
|
2014
Q2 | $70K | Sell |
1,611
-1,392
| -46% | -$60.5K | 0.05% | 405 |
|
|
2014
Q1 | $143K | Buy |
+3,003
| New | +$143K | 0.11% | 249 |
|