CWM
Compass Wealth Management’s HF Sinclair DINO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-96
| Closed | -$3.37K | – | 439 |
|
|
2024
Q4 | $3.37K | Hold |
96
| – | – | ﹤0.01% | 371 |
|
|
2024
Q3 | $4.28K | Hold |
96
| – | – | ﹤0.01% | 375 |
|
|
2024
Q2 | $5.12K | Hold |
96
| – | – | ﹤0.01% | 374 |
|
|
2024
Q1 | $5.8K | Hold |
96
| – | – | ﹤0.01% | 364 |
|
|
2023
Q4 | $5.34K | Hold |
96
| – | – | ﹤0.01% | 359 |
|
|
2023
Q3 | $5.47K | Hold |
96
| – | – | ﹤0.01% | 365 |
|
|
2023
Q2 | $4.28K | Hold |
96
| – | – | ﹤0.01% | 380 |
|
|
2023
Q1 | $4.65K | Hold |
96
| – | – | ﹤0.01% | 386 |
|
|
2022
Q4 | $4.98K | Buy |
+96
| New | +$4.98K | ﹤0.01% | 383 |
|