Regent Peak Wealth 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
Q1
Sell
-421
Closed -$11K 353
2020
Q4
$11K Buy
+421
New +$11K ﹤0.01% 544