Financial Architects (New Jersey)’s HF Sinclair DINO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-225
| Closed | -$11K | – | 855 |
|
|
2019
Q4 | $11K | Sell |
225
-200
| -47% | -$9.78K | ﹤0.01% | 661 |
|
|
2019
Q3 | $23K | Buy |
425
+200
| +89% | +$10.8K | 0.01% | 558 |
|
|
2019
Q2 | $10K | Sell |
225
-1,000
| -82% | -$44.4K | ﹤0.01% | 773 |
|
|
2019
Q1 | $60K | Buy |
1,225
+20
| +2% | +$980 | 0.01% | 505 |
|
|
2018
Q4 | $61K | Sell |
1,205
-85
| -7% | -$4.3K | 0.01% | 458 |
|
|
2018
Q3 | $90K | Buy |
1,290
+1,065
| +473% | +$74.3K | 0.01% | 432 |
|
|
2018
Q2 | $15K | Buy |
225
+33
| +17% | +$2.2K | ﹤0.01% | 879 |
|
|
2018
Q1 | $9K | Hold |
192
| – | – | ﹤0.01% | 976 |
|
|
2017
Q4 | $10K | Hold |
192
| – | – | ﹤0.01% | 1017 |
|
|
2017
Q3 | $7K | Sell |
192
-900
| -82% | -$32.8K | ﹤0.01% | 1112 |
|
|
2017
Q2 | $30K | Hold |
1,092
| – | – | 0.01% | 746 |
|
|
2017
Q1 | $31K | Buy |
1,092
+400
| +58% | +$11.4K | 0.01% | 721 |
|
|
2016
Q4 | $23K | Sell |
692
-1,700
| -71% | -$56.5K | 0.01% | 794 |
|
|
2016
Q3 | $59K | Buy |
2,392
+1,500
| +168% | +$37K | 0.02% | 522 |
|
|
2016
Q2 | $22K | Buy |
892
+700
| +365% | +$17.3K | 0.01% | 747 |
|
|
2016
Q1 | $7K | Buy |
+192
| New | +$7K | ﹤0.01% | 802 |
|
|
2015
Q3 | – | Sell |
-1,704
| Closed | -$73K | – | 375 |
|
|
2015
Q2 | $73K | Hold |
1,704
| – | – | 0.03% | 357 |
|
|
2015
Q1 | $69K | Buy |
1,704
+1,512
| +788% | +$61.2K | 0.03% | 350 |
|
|
2014
Q4 | $7K | Hold |
192
| – | – | ﹤0.01% | 732 |
|
|
2014
Q3 | $8K | Hold |
192
| – | – | ﹤0.01% | 640 |
|
|
2014
Q2 | $8K | Buy |
+192
| New | +$8K | ﹤0.01% | 670 |
|