CWC
Carolinas Wealth Consulting’s HF Sinclair DINO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-13
| Closed | -$456 | – | 1035 |
|
2024
Q4 | $456 | Hold |
13
| – | – | ﹤0.01% | 1014 |
|
2024
Q3 | $580 | Hold |
13
| – | – | ﹤0.01% | 993 |
|
2024
Q2 | $694 | Hold |
13
| – | – | ﹤0.01% | 963 |
|
2024
Q1 | $785 | Hold |
13
| – | – | ﹤0.01% | 931 |
|
2023
Q4 | $722 | Hold |
13
| – | – | ﹤0.01% | 868 |
|
2023
Q3 | $720 | Hold |
13
| – | – | ﹤0.01% | 884 |
|
2023
Q2 | $580 | Hold |
13
| – | – | ﹤0.01% | 979 |
|
2023
Q1 | $629 | Hold |
13
| – | – | ﹤0.01% | 962 |
|
2022
Q4 | $675 | Hold |
13
| – | – | ﹤0.01% | 958 |
|
2022
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 804 |
|
2022
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 806 |
|
2022
Q1 | $1K | Sell |
13
-44
| -77% | -$3.39K | ﹤0.01% | 834 |
|
2021
Q4 | $2K | Hold |
57
| – | – | ﹤0.01% | 816 |
|
2021
Q3 | $2K | Hold |
57
| – | – | ﹤0.01% | 782 |
|
2021
Q2 | $2K | Sell |
57
-500
| -90% | -$17.5K | ﹤0.01% | 797 |
|
2021
Q1 | $20K | Buy |
557
+44
| +9% | +$1.58K | ﹤0.01% | 513 |
|
2020
Q4 | $13K | Buy |
513
+500
| +3,846% | +$12.7K | ﹤0.01% | 541 |
|
2020
Q3 | $0 | Buy |
+13
| New | – | ﹤0.01% | 946 |
|