GWM
Guardian Wealth Management’s HF Sinclair DINO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-169
| Closed | -$8.2K | – | 232 |
|
|
2023
Q1 | $8.2K | Sell |
169
-61
| -27% | -$2.96K | 0.01% | 172 |
|
|
2022
Q4 | $12K | Hold |
230
| – | – | 0.01% | 158 |
|
|
2022
Q3 | $12K | Buy |
230
+1
| +0.4% | +$52 | 0.01% | 154 |
|
|
2022
Q2 | $10K | Buy |
229
+2
| +0.9% | +$87 | 0.01% | 159 |
|
|
2022
Q1 | $9K | Hold |
227
| – | – | 0.01% | 175 |
|
|
2021
Q4 | $7K | Buy |
+227
| New | +$7K | 0.01% | 177 |
|