J.P. Morgan Private Wealth Advisors’s HF Sinclair DINO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.26M | Buy |
22,059
+1,845
| +9% | +$105K | ﹤0.01% | 897 |
|
|
2023
Q2 | $902K | Buy |
20,214
+5
| +0% | +$223 | ﹤0.01% | 798 |
|
|
2023
Q1 | $978K | Sell |
20,209
-1,073
| -5% | -$51.9K | ﹤0.01% | 1174 |
|
|
2022
Q4 | $1.1M | Buy |
21,282
+1,469
| +7% | +$76.2K | ﹤0.01% | 1098 |
|
|
2022
Q3 | $1.07M | Sell |
19,813
-3,163
| -14% | -$170K | ﹤0.01% | 1100 |
|
|
2022
Q2 | $1.04M | Buy |
22,976
+1,254
| +6% | +$56.7K | ﹤0.01% | 1134 |
|
|
2022
Q1 | $866K | Buy |
21,722
+6,240
| +40% | +$249K | ﹤0.01% | 1284 |
|
|
2021
Q4 | $507K | Buy |
15,482
+3,568
| +30% | +$117K | ﹤0.01% | 1550 |
|
|
2021
Q3 | $395K | Buy |
11,914
+1,671
| +16% | +$55.4K | ﹤0.01% | 1595 |
|
|
2021
Q2 | $337K | Sell |
10,243
-183,982
| -95% | -$6.05M | ﹤0.01% | 1636 |
|
|
2021
Q1 | $6.95M | Buy |
+194,225
| New | +$6.95M | 0.02% | 437 |
|
|
2020
Q1 | – | Sell |
-7,891
| Closed | -$400K | – | 1444 |
|
|
2019
Q4 | $400K | Buy |
7,891
+139
| +2% | +$7.05K | ﹤0.01% | 1127 |
|
|
2019
Q3 | $416K | Buy |
+7,752
| New | +$416K | ﹤0.01% | 1059 |
|
|
2019
Q1 | – | Sell |
-4,401
| Closed | -$225K | – | 1471 |
|
|
2018
Q4 | $225K | Buy |
4,401
+835
| +23% | +$42.7K | ﹤0.01% | 1291 |
|
|
2018
Q3 | $250K | Buy |
+3,566
| New | +$250K | ﹤0.01% | 1386 |
|
|
2014
Q4 | – | Sell |
-6,280
| Closed | -$274K | – | 1099 |
|
|
2014
Q3 | $274K | Buy |
6,280
+1,155
| +23% | +$50.4K | ﹤0.01% | 872 |
|
|
2014
Q2 | $224K | Buy |
+5,125
| New | +$224K | ﹤0.01% | 789 |
|