Plante Moran Financial Advisors’s HF Sinclair DINO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-86
| Closed | -$3K | – | 979 |
|
|
2021
Q1 | $3K | Buy |
+86
| New | +$3K | ﹤0.01% | 851 |
|
|
2016
Q1 | – | Sell |
-493
| Closed | -$20K | – | 888 |
|
|
2015
Q4 | $20K | Buy |
+493
| New | +$20K | 0.02% | 448 |
|
|
2014
Q1 | – | Sell |
-979
| Closed | -$49K | – | 639 |
|
|
2013
Q4 | $49K | Hold |
979
| – | – | 0.03% | 241 |
|
|
2013
Q3 | $41K | Hold |
979
| – | – | 0.03% | 210 |
|
|
2013
Q2 | $42K | Buy |
+979
| New | +$42K | 0.03% | 177 |
|