1IA
HEP
1834 Investment Advisors’s Holly Energy Partners, L.P. HEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-10,900
| Closed | -$200K | – | 506 |
|
|
2021
Q3 | $200K | Hold |
10,900
| – | – | 0.02% | 191 |
|
|
2021
Q2 | $247K | Buy |
10,900
+7,100
| +187% | +$161K | 0.03% | 175 |
|
|
2021
Q1 | $73K | Buy |
+3,800
| New | +$73K | 0.01% | 255 |
|
|
2020
Q2 | – | Sell |
-4,200
| Closed | -$59K | – | 473 |
|
|
2020
Q1 | $59K | Hold |
4,200
| – | – | 0.01% | 243 |
|
|
2019
Q4 | $93K | Sell |
4,200
-1,400
| -25% | -$31K | 0.01% | 242 |
|
|
2019
Q3 | $142K | Hold |
5,600
| – | – | 0.02% | 218 |
|
|
2019
Q2 | $154K | Hold |
5,600
| – | – | 0.02% | 209 |
|
|
2019
Q1 | $151K | Hold |
5,600
| – | – | 0.02% | 210 |
|
|
2018
Q4 | $160K | Hold |
5,600
| – | – | 0.03% | 198 |
|
|
2018
Q3 | $176K | Buy |
5,600
+2,500
| +81% | +$78.6K | 0.03% | 202 |
|
|
2018
Q2 | $88K | Hold |
3,100
| – | – | 0.01% | 237 |
|
|
2018
Q1 | $85K | Sell |
3,100
-200
| -6% | -$5.48K | 0.01% | 234 |
|
|
2017
Q4 | $107K | Buy |
+3,300
| New | +$107K | 0.02% | 231 |
|