JWS
Juncture Wealth Strategies’s HF Sinclair DINO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $348K | Buy |
8,482
+395
| +5% | +$16.2K | 0.12% | 91 |
|
|
2025
Q1 | $266K | Buy |
+8,087
| New | +$266K | 0.1% | 109 |
|
|
2024
Q4 | – | Sell |
-8,939
| Closed | -$398K | – | 133 |
|
|
2024
Q3 | $398K | Buy |
8,939
+4,812
| +117% | +$214K | 0.15% | 83 |
|
|
2024
Q2 | $220K | Buy |
+4,127
| New | +$220K | 0.09% | 107 |
|