BWP
BSW Wealth Partners’s HF Sinclair DINO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,240
| Closed | -$280K | – | 305 |
|
|
2024
Q2 | $280K | Hold |
5,240
| – | – | 0.05% | 220 |
|
|
2024
Q1 | $316K | Sell |
5,240
-60
| -1% | -$3.62K | 0.05% | 215 |
|
|
2023
Q4 | $295K | Buy |
5,300
+60
| +1% | +$3.33K | 0.06% | 207 |
|
|
2023
Q3 | $298K | Hold |
5,240
| – | – | 0.07% | 178 |
|
|
2023
Q2 | $234K | Sell |
5,240
-7
| -0.1% | -$312 | 0.05% | 227 |
|
|
2023
Q1 | $254K | Hold |
5,247
| – | – | 0.05% | 251 |
|
|
2022
Q4 | $272K | Hold |
5,247
| – | – | 0.06% | 236 |
|
|
2022
Q3 | $282K | Buy |
5,247
+7
| +0.1% | +$376 | 0.07% | 198 |
|
|
2022
Q2 | $237K | Sell |
5,240
-2,400
| -31% | -$109K | 0.06% | 225 |
|
|
2022
Q1 | $304K | Buy |
+7,640
| New | +$304K | 0.08% | 202 |
|