EP Wealth Advisors’s HF Sinclair DINO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,141
| Closed | -$286K | – | 845 |
|
|
2023
Q4 | $286K | Buy |
+5,141
| New | +$286K | ﹤0.01% | 626 |
|
|
2022
Q3 | – | Sell |
-6,386
| Closed | -$288K | – | 408 |
|
|
2022
Q2 | $288K | Buy |
+6,386
| New | +$288K | 0.01% | 487 |
|
|
2021
Q4 | – | Sell |
-7,269
| Closed | -$241K | – | 551 |
|
|
2021
Q3 | $241K | Buy |
+7,269
| New | +$241K | 0.01% | 476 |
|