Independent Advisor Alliance’s HF Sinclair DINO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-10,795
| Closed | -$315K | – | 501 |
|
|
2020
Q2 | $315K | Buy |
10,795
+2,309
| +27% | +$67.4K | 0.03% | 355 |
|
|
2020
Q1 | $208K | Buy |
+8,486
| New | +$208K | 0.03% | 357 |
|
|
2019
Q2 | – | Sell |
-4,068
| Closed | -$200K | – | 421 |
|
|
2019
Q1 | $200K | Buy |
+4,068
| New | +$200K | 0.03% | 406 |
|
|
2018
Q4 | – | Sell |
-5,852
| Closed | -$264K | – | 413 |
|
|
2018
Q3 | $264K | Buy |
5,852
+101
| +2% | +$4.56K | 0.05% | 271 |
|
|
2018
Q2 | $247K | Sell |
5,751
-25
| -0.4% | -$1.07K | 0.05% | 272 |
|
|
2018
Q1 | $271K | Buy |
+5,776
| New | +$271K | 0.06% | 259 |
|