Advisor Group’s Holly Energy Partners, L.P. HEP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | $134K | Buy |
6,056
+757
| +14% | +$16.8K | ﹤0.01% | 2717 |
|
2019
Q3 | $134K | Buy |
5,299
+351
| +7% | +$8.88K | ﹤0.01% | 2663 |
|
2019
Q2 | $137K | Buy |
4,948
+1,936
| +64% | +$53.6K | ﹤0.01% | 2621 |
|
2019
Q1 | $82K | Buy |
3,012
+1,855
| +160% | +$50.5K | ﹤0.01% | 3027 |
|
2018
Q4 | $34K | Sell |
1,157
-284
| -20% | -$8.35K | ﹤0.01% | 3457 |
|
2018
Q3 | $45K | Sell |
1,441
-3,000
| -68% | -$93.7K | ﹤0.01% | 3380 |
|
2018
Q2 | $126K | Sell |
4,441
-17
| -0.4% | -$482 | ﹤0.01% | 2342 |
|
2018
Q1 | $122K | Buy |
4,458
+187
| +4% | +$5.12K | ﹤0.01% | 2394 |
|
2017
Q4 | $139K | Buy |
4,271
+70
| +2% | +$2.28K | ﹤0.01% | 2306 |
|
2017
Q3 | $140K | Sell |
4,201
-3
| -0.1% | -$100 | ﹤0.01% | 2130 |
|
2017
Q2 | $137K | Buy |
4,204
+3,476
| +477% | +$113K | ﹤0.01% | 2064 |
|
2017
Q1 | $27K | Buy |
728
+644
| +767% | +$23.9K | ﹤0.01% | 3165 |
|
2016
Q4 | $3K | Buy |
84
+17
| +25% | +$607 | ﹤0.01% | 4145 |
|
2016
Q3 | $2K | Sell |
67
-11
| -14% | -$328 | ﹤0.01% | 4205 |
|
2016
Q2 | $1K | Buy |
+78
| New | +$1K | ﹤0.01% | 4279 |
|