Caldwell Trust’s HF Sinclair DINO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-53
|
|
||||
|
2023
Q4 | $2.94K | Hold |
53
|
|
||||
|
2023
Q3 | $3.02K | Hold |
53
|
|
||||
|
2023
Q2 | $2.36K | Hold |
53
|
|
||||
|
2023
Q1 | $2.56K | Hold |
53
|
|
||||
|
2022
Q4 | $2.75K | Hold |
53
|
|
||||
|
2022
Q3 | $2.85K | Hold |
53
|
|
||||
|
2022
Q2 | $2.39K | Hold |
53
|
|
||||
|
2022
Q1 | $2.11K | Hold |
53
|
|
||||
|
2021
Q4 | $1.74K | Hold |
53
|
|
||||
|
2021
Q3 | $1.76K | Hold |
53
|
|
||||
|
2021
Q2 | $1.74K | Buy |
+53
|
|
||||
|
2020
Q3 | – | Sell |
-1,280
|
|
||||
|
2020
Q2 | $37.4K | Sell |
1,280
-300
|
|
||||
|
2020
Q1 | $38.7K | Hold |
1,580
|
|
||||
|
2019
Q4 | $80.1K | Buy |
+1,580
|
|