Liberty Wealth Management’s HF Sinclair DINO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-36
| Closed | -$1K | – | 394 |
|
|
2021
Q3 | $1K | Hold |
36
| – | – | ﹤0.01% | 1102 |
|
|
2021
Q2 | $1K | Hold |
36
| – | – | ﹤0.01% | 979 |
|
|
2021
Q1 | $1K | Hold |
36
| – | – | ﹤0.01% | 857 |
|
|
2020
Q4 | $1K | Hold |
36
| – | – | ﹤0.01% | 854 |
|
|
2020
Q3 | $1K | Sell |
36
-67
| -65% | -$1.86K | ﹤0.01% | 795 |
|
|
2020
Q2 | $3K | Hold |
103
| – | – | ﹤0.01% | 689 |
|
|
2020
Q1 | $3K | Sell |
103
-657
| -86% | -$19.1K | ﹤0.01% | 665 |
|
|
2019
Q4 | $38K | Buy |
760
+659
| +652% | +$33K | 0.03% | 299 |
|
|
2019
Q3 | $5K | Buy |
101
+65
| +181% | +$3.22K | ﹤0.01% | 626 |
|
|
2019
Q2 | $2K | Hold |
36
| – | – | ﹤0.01% | 755 |
|
|
2019
Q1 | $1K | Sell |
36
-75
| -68% | -$2.08K | ﹤0.01% | 665 |
|
|
2018
Q4 | $5K | Buy |
+111
| New | +$5K | ﹤0.01% | 543 |
|