Evolution Wealth Advisors’s HF Sinclair DINO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-132
| Closed | -$4K | – | 280 |
|
|
2021
Q3 | $4K | Hold |
132
| – | – | ﹤0.01% | 546 |
|
|
2021
Q2 | $4K | Hold |
132
| – | – | ﹤0.01% | 541 |
|
|
2021
Q1 | $5K | Hold |
132
| – | – | ﹤0.01% | 519 |
|
|
2020
Q4 | $3K | Buy |
+132
| New | +$3K | ﹤0.01% | 507 |
|
|
2020
Q1 | – | Sell |
-65
| Closed | -$3K | – | 393 |
|
|
2019
Q4 | $3K | Sell |
65
-2
| -3% | -$92 | ﹤0.01% | 498 |
|
|
2019
Q3 | $4K | Hold |
67
| – | – | ﹤0.01% | 304 |
|
|
2019
Q2 | $3K | Buy |
+67
| New | +$3K | ﹤0.01% | 334 |
|