SWA
SOA Wealth Advisors’s HF Sinclair DINO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2
| Closed | -$97 | – | 950 |
|
|
2023
Q1 | $97 | Hold |
2
| – | – | ﹤0.01% | 938 |
|
|
2022
Q4 | $104 | Hold |
2
| – | – | ﹤0.01% | 940 |
|
|
2022
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 855 |
|
|
2022
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 854 |
|
|
2022
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 921 |
|
|
2021
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 896 |
|
|
2021
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 910 |
|
|
2021
Q2 | $0 | Sell |
2
-15
| -88% | – | ﹤0.01% | 880 |
|
|
2021
Q1 | $0 | Sell |
17
-14
| -45% | – | ﹤0.01% | 827 |
|
|
2020
Q4 | $0 | Buy |
+31
| New | – | ﹤0.01% | 807 |
|