VWA
Valued Wealth Advisors’s HF Sinclair DINO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $991 | Sell |
24
-7
| -23% | -$289 | ﹤0.01% | 449 |
|
2025
Q1 | $1.03K | Hold |
31
| – | – | ﹤0.01% | 484 |
|
2024
Q4 | $1.09K | Buy |
31
+3
| +11% | +$105 | ﹤0.01% | 468 |
|
2024
Q3 | $1.25K | Sell |
28
-1
| -3% | -$45 | ﹤0.01% | 423 |
|
2024
Q2 | $1.55K | Buy |
29
+4
| +16% | +$213 | ﹤0.01% | 396 |
|
2024
Q1 | $1.51K | Buy |
25
+3
| +14% | +$181 | ﹤0.01% | 392 |
|
2023
Q4 | $1.25K | Buy |
+22
| New | +$1.25K | ﹤0.01% | 360 |
|