PCS
Personal CFO Solutions’s HF Sinclair DINO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,013
| Closed | -$267K | – | 569 |
|
|
2024
Q2 | $267K | Buy |
5,013
+20
| +0.4% | +$1.07K | 0.04% | 424 |
|
|
2024
Q1 | $301K | Sell |
4,993
-62
| -1% | -$3.74K | 0.05% | 395 |
|
|
2023
Q4 | $281K | Sell |
5,055
-83
| -2% | -$4.61K | 0.05% | 389 |
|
|
2023
Q3 | $293K | Sell |
5,138
-200
| -4% | -$11.4K | 0.06% | 325 |
|
|
2023
Q2 | $238K | Buy |
+5,338
| New | +$238K | 0.05% | 397 |
|
|
2020
Q1 | – | Sell |
-12,493
| Closed | -$633K | – | 301 |
|
|
2019
Q4 | $633K | Buy |
12,493
+5,360
| +75% | +$272K | 0.18% | 117 |
|
|
2019
Q3 | $383K | Buy |
+7,133
| New | +$383K | 0.15% | 178 |
|