Mark Sheptoff Financial Planning’s HF Sinclair DINO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-300
| Closed | -$15K | – | 354 |
|
|
2018
Q4 | $15K | Buy |
+300
| New | +$15K | 0.01% | 202 |
|
|
2017
Q3 | – | Sell |
-200
| Closed | -$5K | – | 372 |
|
|
2017
Q2 | $5K | Sell |
200
-29,558
| -99% | -$739K | ﹤0.01% | 305 |
|
|
2017
Q1 | $843K | Buy |
29,758
+5,958
| +25% | +$169K | 0.6% | 46 |
|
|
2016
Q4 | $780K | Buy |
+23,800
| New | +$780K | 0.58% | 47 |
|
|
2014
Q2 | – | Sell |
-243
| Closed | -$12K | – | 348 |
|
|
2014
Q1 | $12K | Buy |
+243
| New | +$12K | 0.01% | 271 |
|