Concord Wealth Partners’s HF Sinclair DINO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-32
| Closed | -$1.66K | – | 1047 |
|
|
2022
Q4 | $1.66K | Buy |
+32
| New | +$1.66K | ﹤0.01% | 981 |
|
|
2022
Q3 | – | Sell |
-764
| Closed | -$35K | – | 391 |
|
|
2022
Q2 | $35K | Sell |
764
-342
| -31% | -$15.7K | 0.01% | 428 |
|
|
2022
Q1 | $44K | Sell |
1,106
-291
| -21% | -$11.6K | 0.01% | 461 |
|
|
2021
Q4 | $46K | Buy |
1,397
+559
| +67% | +$18.4K | 0.01% | 467 |
|
|
2021
Q3 | $28K | Buy |
838
+215
| +35% | +$7.18K | 0.01% | 314 |
|
|
2021
Q2 | $20K | Buy |
623
+512
| +461% | +$16.4K | 0.01% | 499 |
|
|
2021
Q1 | $4K | Buy |
+111
| New | +$4K | ﹤0.01% | 706 |
|