Veritable’s HF Sinclair DINO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,419
| Closed | -$286K | – | 216 |
|
|
2023
Q2 | $286K | Sell |
6,419
-706
| -10% | -$31.5K | ﹤0.01% | 716 |
|
|
2023
Q1 | $345K | Sell |
7,125
-120
| -2% | -$5.81K | 0.01% | 641 |
|
|
2022
Q4 | $376K | Buy |
7,245
+600
| +9% | +$31.1K | 0.01% | 603 |
|
|
2022
Q3 | $358K | Buy |
6,645
+150
| +2% | +$8.08K | 0.01% | 577 |
|
|
2022
Q2 | $293K | Buy |
6,495
+266
| +4% | +$12K | 0.01% | 688 |
|
|
2022
Q1 | $248K | Sell |
6,229
-1,292
| -17% | -$51.4K | ﹤0.01% | 779 |
|
|
2021
Q4 | $247K | Buy |
7,521
+1,089
| +17% | +$35.8K | ﹤0.01% | 792 |
|
|
2021
Q3 | $213K | Sell |
6,432
-322
| -5% | -$10.7K | ﹤0.01% | 817 |
|
|
2021
Q2 | $222K | Buy |
+6,754
| New | +$222K | ﹤0.01% | 801 |
|
|
2018
Q3 | – | Sell |
-3,815
| Closed | -$261K | – | 823 |
|
|
2018
Q2 | $261K | Sell |
3,815
-490
| -11% | -$33.5K | 0.01% | 680 |
|
|
2018
Q1 | $210K | Hold |
4,305
| – | – | ﹤0.01% | 736 |
|
|
2017
Q4 | $221K | Buy |
+4,305
| New | +$221K | ﹤0.01% | 728 |
|
|
2015
Q2 | – | Sell |
-5,062
| Closed | -$204K | – | 773 |
|
|
2015
Q1 | $204K | Buy |
+5,062
| New | +$204K | ﹤0.01% | 879 |
|
|
2014
Q3 | – | Sell |
-4,636
| Closed | -$203K | – | 957 |
|
|
2014
Q2 | $203K | Buy |
+4,636
| New | +$203K | ﹤0.01% | 887 |
|