Wealthspire Advisors (Maryland)’s HF Sinclair DINO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-509
| Closed | -$25K | – | 860 |
|
|
2019
Q1 | $25K | Sell |
509
-1,105
| -68% | -$54.3K | ﹤0.01% | 1185 |
|
|
2018
Q4 | $83K | Buy |
1,614
+44
| +3% | +$2.26K | 0.01% | 666 |
|
|
2018
Q3 | $110K | Sell |
1,570
-416
| -21% | -$29.1K | 0.01% | 644 |
|
|
2018
Q2 | $136K | Sell |
1,986
-631
| -24% | -$43.2K | 0.01% | 584 |
|
|
2018
Q1 | $128K | Buy |
2,617
+596
| +29% | +$29.2K | 0.01% | 612 |
|
|
2017
Q4 | $104K | Sell |
2,021
-834
| -29% | -$42.9K | 0.01% | 697 |
|
|
2017
Q3 | $103K | Sell |
2,855
-26
| -0.9% | -$938 | 0.01% | 693 |
|
|
2017
Q2 | $79K | Sell |
2,881
-214
| -7% | -$5.87K | 0.01% | 786 |
|
|
2017
Q1 | $88K | Buy |
3,095
+83
| +3% | +$2.36K | 0.01% | 644 |
|
|
2016
Q4 | $99K | Sell |
3,012
-170
| -5% | -$5.59K | 0.01% | 585 |
|
|
2016
Q3 | $78K | Buy |
3,182
+3,110
| +4,319% | +$76.2K | 0.01% | 645 |
|
|
2016
Q2 | $2K | Sell |
72
-22
| -23% | -$611 | ﹤0.01% | 1500 |
|
|
2016
Q1 | $3K | Sell |
94
-28
| -23% | -$894 | ﹤0.01% | 1441 |
|
|
2015
Q4 | $5K | Buy |
+122
| New | +$5K | ﹤0.01% | 1342 |
|