Advisornet Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-98
| Closed | -$2.15K | – | 2514 |
|
|
2023
Q3 | $2.15K | Hold |
98
| – | – | ﹤0.01% | 1616 |
|
|
2023
Q2 | $1.81K | Hold |
98
| – | – | ﹤0.01% | 1749 |
|
|
2023
Q1 | $1.7K | Hold |
98
| – | – | ﹤0.01% | 1751 |
|
|
2022
Q4 | $1.78K | Hold |
98
| – | – | ﹤0.01% | 1695 |
|
|
2022
Q3 | $2K | Hold |
98
| – | – | ﹤0.01% | 1699 |
|
|
2022
Q2 | $2K | Hold |
98
| – | – | ﹤0.01% | 1739 |
|
|
2022
Q1 | $2K | Hold |
98
| – | – | ﹤0.01% | 1816 |
|
|
2021
Q4 | $2K | Hold |
98
| – | – | ﹤0.01% | 1853 |
|
|
2021
Q3 | $2K | Sell |
98
-10,164
| -99% | -$207K | ﹤0.01% | 1768 |
|
|
2021
Q2 | $232K | Sell |
10,262
-300
| -3% | -$6.78K | 0.02% | 558 |
|
|
2021
Q1 | $202K | Buy |
10,562
+400
| +4% | +$7.65K | 0.01% | 560 |
|
|
2020
Q4 | $144K | Sell |
10,162
-2,852
| -22% | -$40.4K | 0.01% | 584 |
|
|
2020
Q3 | $158K | Sell |
13,014
-1,690
| -11% | -$20.5K | 0.01% | 543 |
|
|
2020
Q2 | $215K | Sell |
14,704
-3,653
| -20% | -$53.4K | 0.02% | 479 |
|
|
2020
Q1 | $258K | Buy |
18,357
+1,634
| +10% | +$23K | 0.02% | 420 |
|
|
2019
Q4 | $370K | Buy |
16,723
+8,325
| +99% | +$184K | 0.03% | 385 |
|
|
2019
Q3 | $212K | Buy |
8,398
+2,620
| +45% | +$66.1K | 0.02% | 487 |
|
|
2019
Q2 | $159K | Buy |
5,778
+4,380
| +313% | +$121K | 0.02% | 490 |
|
|
2019
Q1 | $38K | Buy |
1,398
+1,300
| +1,327% | +$35.3K | ﹤0.01% | 812 |
|
|
2018
Q4 | $3K | Hold |
98
| – | – | ﹤0.01% | 1321 |
|
|
2018
Q3 | $3K | Hold |
98
| – | – | ﹤0.01% | 1347 |
|
|
2018
Q2 | $3K | Hold |
98
| – | – | ﹤0.01% | 1352 |
|
|
2018
Q1 | $3K | Sell |
98
-600
| -86% | -$18.4K | ﹤0.01% | 1288 |
|
|
2017
Q4 | $23K | Buy |
+698
| New | +$23K | ﹤0.01% | 834 |
|