HWAM
Hennion & Walsh Asset Management’s HF Sinclair DINO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,482
| Closed | -$210K | – | 858 |
|
|
2024
Q1 | $210K | Buy |
+3,482
| New | +$210K | 0.01% | 792 |
|
|
2023
Q4 | – | Sell |
-5,239
| Closed | -$298K | – | 827 |
|
|
2023
Q3 | $298K | Sell |
5,239
-53
| -1% | -$3.02K | 0.02% | 649 |
|
|
2023
Q2 | $236K | Buy |
5,292
+667
| +14% | +$29.7K | 0.01% | 718 |
|
|
2023
Q1 | $224K | Buy |
4,625
+482
| +12% | +$23.3K | 0.01% | 713 |
|
|
2022
Q4 | $215K | Buy |
+4,143
| New | +$215K | 0.01% | 717 |
|