Valley Wealth Managers’s HF Sinclair DINO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-10,655
| Closed | -$349K | – | 214 |
|
|
2016
Q4 | $349K | Sell |
10,655
-25,285
| -70% | -$828K | 0.05% | 110 |
|
|
2016
Q3 | $881K | Buy |
35,940
+6,515
| +22% | +$160K | 0.13% | 87 |
|
|
2016
Q2 | $700K | Buy |
29,425
+5,950
| +25% | +$142K | 0.11% | 94 |
|
|
2016
Q1 | $829K | Buy |
23,475
+2,225
| +10% | +$78.6K | 0.14% | 83 |
|
|
2015
Q4 | $848K | Sell |
21,250
-1,875
| -8% | -$74.8K | 0.15% | 81 |
|
|
2015
Q3 | $1.13M | Sell |
23,125
-800
| -3% | -$39.1K | 0.21% | 59 |
|
|
2015
Q2 | $1.02M | Buy |
23,925
+1,445
| +6% | +$61.7K | 0.18% | 76 |
|
|
2015
Q1 | $905K | Buy |
22,480
+7,400
| +49% | +$298K | 0.16% | 84 |
|
|
2014
Q4 | $565K | Sell |
15,080
-9,935
| -40% | -$372K | 0.1% | 89 |
|
|
2014
Q3 | $1.09M | Buy |
+25,015
| New | +$1.09M | 0.21% | 58 |
|