Clearview Wealth Advisors’s HF Sinclair DINO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-504
| Closed | -$22.5K | – | 237 |
|
|
2023
Q2 | $22.5K | Hold |
504
| – | – | 0.02% | 267 |
|
|
2023
Q1 | $24.4K | Hold |
504
| – | – | 0.02% | 251 |
|
|
2022
Q4 | $26.2K | Hold |
504
| – | – | 0.02% | 216 |
|
|
2022
Q3 | $27K | Hold |
504
| – | – | 0.02% | 218 |
|
|
2022
Q2 | $23K | Hold |
504
| – | – | 0.02% | 257 |
|
|
2022
Q1 | $20K | Hold |
504
| – | – | 0.01% | 300 |
|
|
2021
Q4 | $17K | Hold |
504
| – | – | 0.01% | 347 |
|
|
2021
Q3 | $17K | Hold |
504
| – | – | 0.01% | 358 |
|
|
2021
Q2 | $17K | Hold |
504
| – | – | 0.01% | 356 |
|
|
2021
Q1 | $18K | Hold |
504
| – | – | 0.01% | 343 |
|
|
2020
Q4 | $13K | Buy |
+504
| New | +$13K | 0.01% | 343 |
|