TFO Wealth Partners’s HF Sinclair DINO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8
| Closed | -$483 | – | 246 |
|
|
2024
Q1 | $483 | Hold |
8
| – | – | ﹤0.01% | 274 |
|
|
2023
Q4 | $445 | Sell |
8
-6
| -43% | -$334 | ﹤0.01% | 362 |
|
|
2023
Q3 | $625 | Buy |
14
+6
| +75% | +$268 | ﹤0.01% | 392 |
|
|
2023
Q2 | $357 | Hold |
8
| – | – | ﹤0.01% | 360 |
|
|
2023
Q1 | $387 | Sell |
8
-63
| -89% | -$3.05K | ﹤0.01% | 301 |
|
|
2022
Q4 | $12.8K | Buy |
+71
| New | +$12.8K | ﹤0.01% | 99 |
|
|
2021
Q4 | – | Sell |
-82
| Closed | -$3K | – | 152 |
|
|
2021
Q3 | $3K | Buy |
+82
| New | +$3K | ﹤0.01% | 123 |
|