Westover Capital Advisors’s HF Sinclair DINO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,605
| Closed | -$234K | – | 120 |
|
|
2019
Q4 | $234K | Sell |
4,605
-309
| -6% | -$15.7K | 0.1% | 125 |
|
|
2019
Q3 | $264K | Sell |
4,914
-531
| -10% | -$28.5K | 0.12% | 118 |
|
|
2019
Q2 | $252K | Sell |
5,445
-546
| -9% | -$25.3K | 0.12% | 112 |
|
|
2019
Q1 | $295K | Sell |
5,991
-148
| -2% | -$7.29K | 0.15% | 99 |
|
|
2018
Q4 | $314K | Sell |
6,139
-1,179
| -16% | -$60.3K | 0.2% | 85 |
|
|
2018
Q3 | $512K | Sell |
7,318
-8,816
| -55% | -$617K | 0.26% | 79 |
|
|
2018
Q2 | $1.1M | Sell |
16,134
-8,001
| -33% | -$547K | 0.59% | 53 |
|
|
2018
Q1 | $1.18M | Sell |
24,135
-3,522
| -13% | -$172K | 0.64% | 52 |
|
|
2017
Q4 | $1.42M | Sell |
27,657
-1,858
| -6% | -$95.2K | 0.78% | 48 |
|
|
2017
Q3 | $1.06M | Buy |
29,515
+7,688
| +35% | +$277K | 0.63% | 50 |
|
|
2017
Q2 | $600K | Buy |
+21,827
| New | +$600K | 0.39% | 62 |
|