Concert Wealth Management’s HF Sinclair DINO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q2
Sell
-4,241
Closed -$200K 570
2014
Q1
$200K Sell
4,241
-1,477
-26% -$69.7K 0.03% 515
2013
Q4
$283K Sell
5,718
-222
-4% -$11K 0.04% 396
2013
Q3
$247K Buy
5,940
+131
+2% +$5.45K 0.04% 420
2013
Q2
$249K Buy
+5,809
New +$249K 0.04% 389