Berger Financial Group’s HF Sinclair DINO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-142,045
| Closed | -$4.66M | – | 271 |
|
2021
Q4 | $4.66M | Buy |
142,045
+5,123
| +4% | +$168K | 0.62% | 55 |
|
2021
Q3 | $4.54M | Buy |
136,922
+1,208
| +0.9% | +$40K | 0.82% | 40 |
|
2021
Q2 | $4.47M | Buy |
135,714
+2,419
| +2% | +$79.6K | 0.81% | 41 |
|
2021
Q1 | $4.77M | Buy |
+133,295
| New | +$4.77M | 1.04% | 25 |
|