Forvis Mazars Wealth Advisors’s HF Sinclair DINO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-5,500
Closed -$266K 414
2023
Q1
$266K Sell
5,500
-275
-5% -$13.3K 0.01% 354
2022
Q4
$300K Buy
5,775
+275
+5% +$14.3K 0.01% 325
2022
Q3
$296K Buy
+5,500
New +$296K 0.01% 320