PWAG
Polaris Wealth Advisory Group’s HF Sinclair DINO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-450,561
| Closed | -$21.1M | – | 137 |
|
|
2019
Q4 | $21.1M | Buy |
+450,561
| New | +$21.1M | 1.41% | 35 |
|
|
2019
Q2 | – | Sell |
-18,578
| Closed | -$913K | – | 152 |
|
|
2019
Q1 | $913K | Buy |
18,578
+12,118
| +188% | +$596K | 0.07% | 109 |
|
|
2018
Q4 | $330K | Buy |
+6,460
| New | +$330K | 0.03% | 120 |
|