Berman Capital Advisors’s HF Sinclair DINO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $67K | Buy |
2,064
+1,588
| +334% | +$51.5K | 0.01% | 568 |
|
|
2021
Q2 | $15K | Buy |
476
+40
| +9% | +$1.26K | ﹤0.01% | 999 |
|
|
2021
Q1 | $15K | Hold |
436
| – | – | ﹤0.01% | 888 |
|
|
2020
Q4 | $11K | Buy |
436
+194
| +80% | +$4.89K | ﹤0.01% | 875 |
|
|
2020
Q3 | $4K | Sell |
242
-188
| -44% | -$3.11K | ﹤0.01% | 1093 |
|
|
2020
Q2 | $11K | Sell |
430
-17
| -4% | -$435 | ﹤0.01% | 719 |
|
|
2020
Q1 | $10K | Buy |
447
+254
| +132% | +$5.68K | ﹤0.01% | 661 |
|
|
2019
Q4 | $9K | Buy |
193
+1
| +0.5% | +$47 | ﹤0.01% | 771 |
|
|
2019
Q3 | $10K | Hold |
192
| – | – | ﹤0.01% | 704 |
|
|
2019
Q2 | $8K | Buy |
192
+147
| +327% | +$6.13K | ﹤0.01% | 804 |
|
|
2019
Q1 | $2K | Sell |
45
-14
| -24% | -$622 | ﹤0.01% | 1073 |
|
|
2018
Q4 | $3K | Buy |
+59
| New | +$3K | ﹤0.01% | 794 |
|