CWAG
Compton Wealth Advisory Group’s HF Sinclair DINO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,212
| Closed | -$225K | – | 112 |
|
|
2024
Q2 | $225K | Hold |
4,212
| – | – | 0.06% | 100 |
|
|
2024
Q1 | $254K | Hold |
4,212
| – | – | 0.07% | 96 |
|
|
2023
Q4 | $234K | Hold |
4,212
| – | – | 0.07% | 82 |
|
|
2023
Q3 | $240K | Buy |
+4,212
| New | +$240K | 0.08% | 84 |
|
|
2023
Q2 | – | Sell |
-4,212
| Closed | -$204K | – | 90 |
|
|
2023
Q1 | $204K | Sell |
4,212
-176
| -4% | -$8.52K | 0.07% | 88 |
|
|
2022
Q4 | $228K | Hold |
4,388
| – | – | 0.09% | 92 |
|
|
2022
Q3 | $236K | Sell |
4,388
-1,275
| -23% | -$68.6K | 0.1% | 86 |
|
|
2022
Q2 | $256K | Sell |
5,663
-1,662
| -23% | -$75.1K | 0.11% | 91 |
|
|
2022
Q1 | $292K | Buy |
+7,325
| New | +$292K | 0.11% | 97 |
|