WFG Advisors’s HF Sinclair DINO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $29K | Sell |
1,053
-228
| -18% | -$6.28K | 0.01% | 850 |
|
|
2017
Q1 | $36K | Sell |
1,281
-235
| -16% | -$6.6K | 0.01% | 744 |
|
|
2016
Q4 | $50K | Buy |
1,516
+8
| +0.5% | +$264 | 0.01% | 719 |
|
|
2016
Q3 | $37K | Sell |
1,508
-39
| -3% | -$957 | 0.01% | 775 |
|
|
2016
Q2 | $37K | Sell |
1,547
-100
| -6% | -$2.39K | 0.01% | 768 |
|
|
2016
Q1 | $58K | Buy |
1,647
+9
| +0.5% | +$317 | 0.02% | 621 |
|
|
2015
Q4 | $65K | Sell |
1,638
-39
| -2% | -$1.55K | 0.02% | 582 |
|
|
2015
Q3 | $82K | Sell |
1,677
-97
| -5% | -$4.74K | 0.03% | 499 |
|
|
2015
Q2 | $76K | Sell |
1,774
-15,058
| -89% | -$645K | 0.02% | 609 |
|
|
2015
Q1 | $678K | Sell |
16,832
-62,561
| -79% | -$2.52M | 0.19% | 125 |
|
|
2014
Q4 | $2.98M | Buy |
79,393
+41,703
| +111% | +$1.56M | 0.6% | 23 |
|
|
2014
Q3 | $1.65M | Buy |
37,690
+22,846
| +154% | +$998K | 0.31% | 63 |
|
|
2014
Q2 | $649K | Buy |
14,844
+3,176
| +27% | +$139K | 0.12% | 203 |
|
|
2014
Q1 | $555K | Buy |
11,668
+6,952
| +147% | +$331K | 0.11% | 216 |
|
|
2013
Q4 | $234K | Sell |
4,716
-25,930
| -85% | -$1.29M | 0.03% | 481 |
|
|
2013
Q3 | $1.29M | Buy |
30,646
+22,969
| +299% | +$968K | 0.2% | 126 |
|
|
2013
Q2 | $328K | Buy |
+7,677
| New | +$328K | 0.05% | 349 |
|