CWA
Clarus Wealth Advisors’s HF Sinclair DINO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-865
| Closed | -$43K | – | 600 |
|
|
2019
Q1 | $43K | Buy |
+865
| New | +$43K | 0.03% | 319 |
|
|
2018
Q3 | – | Sell |
-5,869
| Closed | -$287K | – | 720 |
|
|
2018
Q2 | $287K | Hold |
5,869
| – | – | 0.22% | 56 |
|
|
2018
Q1 | $287K | Sell |
5,869
-2,318
| -28% | -$113K | 0.26% | 56 |
|
|
2017
Q4 | $419K | Buy |
+8,187
| New | +$419K | 0.4% | 35 |
|