Crewe Advisors’s HF Sinclair DINO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,869
| Closed | -$351K | – | 681 |
|
|
2024
Q3 | $351K | Buy |
+7,869
| New | +$351K | 0.04% | 107 |
|
|
2024
Q2 | – | Sell |
-45
| Closed | -$2.72K | – | 962 |
|
|
2024
Q1 | $2.72K | Hold |
45
| – | – | ﹤0.01% | 829 |
|
|
2023
Q4 | $2.5K | Buy |
+45
| New | +$2.5K | ﹤0.01% | 284 |
|
|
2023
Q1 | – | Sell |
-172
| Closed | -$8.93K | – | 870 |
|
|
2022
Q4 | $8.93K | Hold |
172
| – | – | ﹤0.01% | 571 |
|
|
2022
Q3 | $9K | Hold |
172
| – | – | ﹤0.01% | 689 |
|
|
2022
Q2 | $8K | Buy |
+172
| New | +$8K | ﹤0.01% | 649 |
|