CWM
Centric Wealth Management’s HF Sinclair DINO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-36,300
| Closed | -$1.84M | – | 178 |
|
|
2024
Q2 | $1.84M | Buy |
36,300
+3,100
| +9% | +$157K | 0.53% | 56 |
|
|
2024
Q1 | $1.8M | Buy |
33,200
+3,004
| +10% | +$163K | 0.57% | 55 |
|
|
2023
Q4 | $1.75M | Buy |
30,196
+2,715
| +10% | +$157K | 0.58% | 53 |
|
|
2023
Q3 | $1.56M | Buy |
27,481
+1,006
| +4% | +$57.3K | 0.65% | 46 |
|
|
2023
Q2 | $1.2M | Buy |
26,475
+2,205
| +9% | +$99.8K | 0.48% | 55 |
|
|
2023
Q1 | $1.17M | Buy |
+24,270
| New | +$1.17M | 0.51% | 55 |
|