Bartlett & Co’s HF Sinclair DINO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $58K | Hold |
1,039
| – | – | ﹤0.01% | 674 |
|
|
2023
Q3 | $59K | Hold |
1,039
| – | – | ﹤0.01% | 631 |
|
|
2023
Q2 | $46K | Hold |
1,039
| – | – | ﹤0.01% | 684 |
|
|
2023
Q1 | $50K | Hold |
1,039
| – | – | ﹤0.01% | 567 |
|
|
2022
Q4 | $54K | Hold |
1,039
| – | – | ﹤0.01% | 567 |
|
|
2022
Q3 | $56K | Hold |
1,039
| – | – | ﹤0.01% | 550 |
|
|
2022
Q2 | $47K | Hold |
1,039
| – | – | ﹤0.01% | 578 |
|
|
2022
Q1 | $41K | Buy |
+1,039
| New | +$41K | ﹤0.01% | 618 |
|
|
2021
Q4 | – | Sell |
-1,074
| Closed | -$36K | – | 513 |
|
|
2021
Q3 | $36K | Buy |
1,074
+35
| +3% | +$1.17K | ﹤0.01% | 551 |
|
|
2021
Q2 | $34K | Hold |
1,039
| – | – | ﹤0.01% | 558 |
|
|
2021
Q1 | $37K | Hold |
1,039
| – | – | ﹤0.01% | 588 |
|
|
2020
Q4 | $27K | Buy |
1,039
+99
| +11% | +$2.57K | ﹤0.01% | 626 |
|
|
2020
Q3 | $19K | Hold |
940
| – | – | ﹤0.01% | 618 |
|
|
2020
Q2 | $27K | Hold |
940
| – | – | ﹤0.01% | 572 |
|
|
2020
Q1 | $23K | Buy |
+940
| New | +$23K | ﹤0.01% | 564 |
|
|
2019
Q3 | $53K | Buy |
980
+973
| +13,900% | +$52.6K | ﹤0.01% | 519 |
|
|
2019
Q2 | $0 | Buy |
+7
| New | – | ﹤0.01% | 745 |
|