WJWM
Williams Jones Wealth Management’s HF Sinclair DINO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,987
| Closed | -$222K | – | 507 |
|
|
2024
Q3 | $222K | Hold |
4,987
| – | – | ﹤0.01% | 475 |
|
|
2024
Q2 | $266K | Hold |
4,987
| – | – | ﹤0.01% | 436 |
|
|
2024
Q1 | $301K | Hold |
4,987
| – | – | ﹤0.01% | 431 |
|
|
2023
Q4 | $277K | Buy |
+4,987
| New | +$277K | ﹤0.01% | 433 |
|
|
2020
Q3 | – | Sell |
-50,000
| Closed | -$1.46M | – | 445 |
|
|
2020
Q2 | $1.46M | Buy |
+50,000
| New | +$1.46M | 0.03% | 174 |
|
|
2019
Q4 | – | Sell |
-4,000
| Closed | -$215K | – | 451 |
|
|
2019
Q3 | $215K | Buy |
+4,000
| New | +$215K | ﹤0.01% | 388 |
|