Gupta Wealth Management’s HF Sinclair DINO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q1
$5K Hold
150
﹤0.01% 965
2015
Q4
$6K Sell
150
-349
-70% -$16.5K ﹤0.01% 986
2015
Q3
$24K Buy
499
+349
+233% +$16.6K 0.01% 648
2015
Q2
$6K Sell
150
-12
-7% -$485 ﹤0.01% 989
2015
Q1
$7K Buy
+162
New +$6.21K ﹤0.01% 825

Other funds holding DINO

Gupta Wealth Management's DINO Position: Q1 2016 in Review

Gupta Wealth Management held its HF Sinclair (DINO) position steady in Q1 2016 at 150 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #965.

Gupta Wealth Management first reported a position in DINO in Q1 2015 and has held it in 5 quarters since. The position peaked at $24K in Q3 2015. 408 funds tracked by Wall St. Rank hold DINO as of Q1 2016.

  • Gupta Wealth Management held 150 shares of HF Sinclair worth $5K as of Q1 2016.
  • Gupta Wealth Management left its HF Sinclair share count unchanged in Q1 2016.
  • HF Sinclair made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #965 holding.
  • Gupta Wealth Management first reported a position in HF Sinclair in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's HF Sinclair position peaked at $24K in Q3 2015.
  • 408 funds tracked by Wall St. Rank held HF Sinclair as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.