MWPCG
Measured Wealth Private Client Group’s HF Sinclair DINO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-9,413
| Closed | -$310K | – | 162 |
|
|
2021
Q2 | $310K | Buy |
9,413
+3,150
| +50% | +$104K | 0.1% | 133 |
|
|
2021
Q1 | $224K | Buy |
+6,263
| New | +$224K | 0.08% | 145 |
|
|
2018
Q4 | – | Sell |
-416
| Closed | -$29K | – | 249 |
|
|
2018
Q3 | $29K | Buy |
+416
| New | +$29K | 0.02% | 459 |
|