RIA
Regal Investment Advisors’s HF Sinclair DINO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-110,045
| Closed | -$2.7M | – | 252 |
|
|
2016
Q3 | $2.7M | Sell |
110,045
-7,520
| -6% | -$184K | 0.76% | 48 |
|
|
2016
Q2 | $2.8M | Buy |
+117,565
| New | +$2.8M | 0.77% | 49 |
|
|
2015
Q4 | – | Sell |
-795
| Closed | -$38K | – | 411 |
|
|
2015
Q3 | $38K | Sell |
795
-235
| -23% | -$11.2K | 0.01% | 459 |
|
|
2015
Q2 | $43K | Sell |
1,030
-179
| -15% | -$7.47K | 0.01% | 444 |
|
|
2015
Q1 | $49K | Sell |
1,209
-1,032
| -46% | -$41.8K | 0.01% | 433 |
|
|
2014
Q4 | $84K | Buy |
2,241
+1,121
| +100% | +$42K | 0.02% | 331 |
|
|
2014
Q3 | $49K | Sell |
1,120
-196
| -15% | -$8.58K | 0.01% | 413 |
|
|
2014
Q2 | $57K | Buy |
1,316
+409
| +45% | +$17.7K | 0.02% | 365 |
|
|
2014
Q1 | $43K | Sell |
907
-276
| -23% | -$13.1K | 0.02% | 362 |
|
|
2013
Q4 | $59K | Buy |
1,183
+983
| +492% | +$49K | 0.03% | 266 |
|
|
2013
Q3 | $8K | Buy |
+200
| New | +$8K | ﹤0.01% | 635 |
|