BWM
BerganKDV Wealth Management’s HF Sinclair DINO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $179 | Sell |
4
-18
| -82% | -$806 | ﹤0.01% | 847 |
|
|
2023
Q1 | $1.08K | Hold |
22
| – | – | ﹤0.01% | 893 |
|
|
2022
Q4 | $1.15K | Sell |
22
-2
| -8% | -$105 | ﹤0.01% | 864 |
|
|
2022
Q3 | $1K | Hold |
24
| – | – | ﹤0.01% | 870 |
|
|
2022
Q2 | $1K | Sell |
24
-13
| -35% | -$542 | ﹤0.01% | 886 |
|
|
2022
Q1 | $1K | Sell |
37
-4
| -10% | -$108 | ﹤0.01% | 911 |
|
|
2021
Q4 | $1K | Hold |
41
| – | – | ﹤0.01% | 969 |
|
|
2021
Q3 | $1K | Hold |
41
| – | – | ﹤0.01% | 950 |
|
|
2021
Q2 | $1K | Hold |
41
| – | – | ﹤0.01% | 896 |
|
|
2021
Q1 | $1K | Buy |
41
+4
| +11% | +$98 | ﹤0.01% | 842 |
|
|
2020
Q4 | $1K | Sell |
37
-17
| -31% | -$459 | ﹤0.01% | 842 |
|
|
2020
Q3 | $1K | Buy |
54
+5
| +10% | +$93 | ﹤0.01% | 782 |
|
|
2020
Q2 | $1K | Sell |
49
-40
| -45% | -$816 | ﹤0.01% | 841 |
|
|
2020
Q1 | $2K | Buy |
89
+14
| +19% | +$315 | ﹤0.01% | 726 |
|
|
2019
Q4 | $4K | Buy |
+75
| New | +$4K | ﹤0.01% | 652 |
|
|
2019
Q3 | – | Sell |
-100
| Closed | -$5K | – | 701 |
|
|
2019
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 580 |
|
|
2019
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 586 |
|
|
2018
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 541 |
|
|
2018
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 524 |
|
|
2018
Q2 | $7K | Buy |
+100
| New | +$7K | ﹤0.01% | 537 |
|
|
2017
Q2 | – | Sell |
-57,416
| Closed | -$1.63M | – | 174 |
|
|
2017
Q1 | $1.63M | Buy |
57,416
+3,569
| +7% | +$101K | 0.48% | 34 |
|
|
2016
Q4 | $1.76M | Sell |
53,847
-3,913
| -7% | -$128K | 0.59% | 23 |
|
|
2016
Q3 | $1.42M | Buy |
57,760
+8,230
| +17% | +$202K | 0.49% | 42 |
|
|
2016
Q2 | $1.18M | Buy |
49,530
+15,203
| +44% | +$361K | 0.5% | 45 |
|
|
2016
Q1 | $1.21M | Buy |
+34,327
| New | +$1.21M | 0.73% | 38 |
|