Valeo Financial 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
Q2 | – | Sell |
-578
| Closed | -$21K | – | 761 |
|
|
2021
Q1 | $21K | Buy |
578
+62
| +12% | +$2.25K | ﹤0.01% | 1080 |
|
|
2020
Q4 | $13K | Hold |
516
| – | – | ﹤0.01% | 1100 |
|
|
2020
Q3 | $10K | Sell |
516
-40
| -7% | -$775 | ﹤0.01% | 1036 |
|
|
2020
Q2 | $16K | Buy |
556
+120
| +28% | +$3.45K | ﹤0.01% | 1065 |
|
|
2020
Q1 | $12K | Buy |
436
+20
| +5% | +$550 | ﹤0.01% | 981 |
|
|
2019
Q4 | $21K | Hold |
416
| – | – | ﹤0.01% | 897 |
|
|
2019
Q3 | $22K | Hold |
416
| – | – | ﹤0.01% | 811 |
|
|
2019
Q2 | $19K | Hold |
416
| – | – | ﹤0.01% | 854 |
|
|
2019
Q1 | $20K | Hold |
416
| – | – | ﹤0.01% | 779 |
|
|
2018
Q4 | $21K | Sell |
416
-74
| -15% | -$3.74K | ﹤0.01% | 688 |
|
|
2018
Q3 | $33K | Buy |
490
+53
| +12% | +$3.57K | ﹤0.01% | 629 |
|
|
2018
Q2 | $30K | Buy |
+437
| New | +$30K | ﹤0.01% | 644 |
|
|
2017
Q4 | – | Sell |
-160
| Closed | -$6K | – | 1402 |
|
|
2017
Q3 | $6K | Buy |
+160
| New | +$6K | ﹤0.01% | 816 |
|