SWA
Sutton Wealth Advisors’s HF Sinclair DINO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-49
| Closed | -$2.19K | – | 869 |
|
|
2023
Q2 | $2.19K | Hold |
49
| – | – | ﹤0.01% | 686 |
|
|
2023
Q1 | $2.37K | Sell |
49
-24
| -33% | -$1.16K | ﹤0.01% | 623 |
|
|
2022
Q4 | $3.79K | Sell |
73
-1
| -1% | -$52 | ﹤0.01% | 1133 |
|
|
2022
Q3 | $3.98K | Hold |
74
| – | – | ﹤0.01% | 1108 |
|
|
2022
Q2 | $3.34K | Hold |
74
| – | – | ﹤0.01% | 1111 |
|
|
2022
Q1 | $2.95K | Buy |
74
+6
| +9% | +$239 | ﹤0.01% | 1154 |
|
|
2021
Q4 | $2.23K | Buy |
68
+19
| +39% | +$623 | ﹤0.01% | 1188 |
|
|
2021
Q3 | $1.62K | Sell |
49
-31
| -39% | -$1.03K | ﹤0.01% | 1198 |
|
|
2021
Q2 | $2.63K | Hold |
80
| – | – | ﹤0.01% | 1134 |
|
|
2021
Q1 | $2.86K | Hold |
80
| – | – | ﹤0.01% | 1093 |
|
|
2020
Q4 | $2.07K | Buy |
80
+30
| +60% | +$776 | ﹤0.01% | 1107 |
|
|
2020
Q3 | $986 | Buy |
50
+19
| +61% | +$375 | ﹤0.01% | 1141 |
|
|
2020
Q2 | $905 | Buy |
+31
| New | +$905 | ﹤0.01% | 1133 |
|
|
2020
Q1 | – | Sell |
-20
| Closed | -$1.01K | – | 1219 |
|
|
2019
Q4 | $1.01K | Hold |
20
| – | – | ﹤0.01% | 1116 |
|
|
2019
Q3 | $1.07K | Buy |
+20
| New | +$1.07K | ﹤0.01% | 1108 |
|