BWA
BDO Wealth Advisors’s HF Sinclair DINO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $450K | Buy |
10,088
+9,876
| +4,658% | +$441K | 0.05% | 181 |
|
|
2023
Q1 | $10.3K | Buy |
212
+2
| +1% | +$97 | ﹤0.01% | 701 |
|
|
2022
Q4 | $10.9K | Sell |
210
-12,748
| -98% | -$663K | ﹤0.01% | 667 |
|
|
2022
Q3 | $698K | Buy |
12,958
+97
| +0.8% | +$5.23K | 0.09% | 149 |
|
|
2022
Q2 | $581K | Buy |
12,861
+102
| +0.8% | +$4.61K | 0.07% | 160 |
|
|
2022
Q1 | $508K | Hold |
12,759
| – | – | 0.05% | 179 |
|
|
2021
Q4 | $418K | Buy |
12,759
+19
| +0.1% | +$622 | 0.04% | 200 |
|
|
2021
Q3 | $422K | Hold |
12,740
| – | – | 0.05% | 196 |
|
|
2021
Q2 | $419K | Hold |
12,740
| – | – | 0.05% | 208 |
|
|
2021
Q1 | $456K | Buy |
12,740
+109
| +0.9% | +$3.9K | 0.05% | 187 |
|
|
2020
Q4 | $327K | Buy |
12,631
+610
| +5% | +$15.8K | 0.05% | 188 |
|
|
2020
Q3 | $237K | Buy |
12,021
+170
| +1% | +$3.35K | 0.04% | 202 |
|
|
2020
Q2 | $346K | Buy |
11,851
+125
| +1% | +$3.65K | 0.06% | 153 |
|
|
2020
Q1 | $287K | Buy |
11,726
+220
| +2% | +$5.39K | 0.06% | 171 |
|
|
2019
Q4 | $583K | Buy |
11,506
+80
| +0.7% | +$4.05K | 0.15% | 106 |
|
|
2019
Q3 | $613K | Sell |
11,426
-7,857
| -41% | -$422K | 0.16% | 106 |
|
|
2019
Q2 | $892K | Buy |
19,283
+10,079
| +110% | +$466K | 0.24% | 81 |
|
|
2019
Q1 | $453K | Buy |
9,204
+61
| +0.7% | +$3K | 0.13% | 114 |
|
|
2018
Q4 | $467K | Buy |
9,143
+8,054
| +740% | +$411K | 0.16% | 99 |
|
|
2018
Q3 | $76K | Buy |
1,089
+5
| +0.5% | +$349 | 0.02% | 245 |
|
|
2018
Q2 | $74K | Buy |
1,084
+5
| +0.5% | +$341 | 0.03% | 245 |
|
|
2018
Q1 | $53K | Buy |
+1,079
| New | +$53K | 0.02% | 241 |
|
|
2017
Q3 | – | Sell |
-20,715
| Closed | -$569K | – | 465 |
|
|
2017
Q2 | $569K | Buy |
+20,715
| New | +$569K | 0.25% | 70 |
|