Advocacy Wealth Management Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-54
| Closed | -$1K | – | 210 |
|
|
2022
Q1 | $1K | Buy |
+54
| New | +$1K | ﹤0.01% | 184 |
|
|
2020
Q1 | – | Sell |
-600
| Closed | -$13K | – | 150 |
|
|
2019
Q4 | $13K | Hold |
600
| – | – | ﹤0.01% | 119 |
|
|
2019
Q3 | $15K | Hold |
600
| – | – | 0.01% | 111 |
|
|
2019
Q2 | $16K | Hold |
600
| – | – | 0.01% | 111 |
|
|
2019
Q1 | $16K | Hold |
600
| – | – | 0.02% | 92 |
|
|
2018
Q4 | $17K | Hold |
600
| – | – | 0.01% | 92 |
|
|
2018
Q3 | $19K | Hold |
600
| – | – | 0.01% | 96 |
|
|
2018
Q2 | $17K | Hold |
600
| – | – | 0.01% | 99 |
|
|
2018
Q1 | $17K | Hold |
600
| – | – | 0.01% | 102 |
|
|
2017
Q4 | $19K | Hold |
600
| – | – | 0.01% | 114 |
|
|
2017
Q3 | $20K | Sell |
600
-300
| -33% | -$10K | 0.01% | 135 |
|
|
2017
Q2 | $29K | Hold |
900
| – | – | 0.01% | 107 |
|
|
2017
Q1 | $32K | Buy |
900
+600
| +200% | +$21.3K | 0.01% | 109 |
|
|
2016
Q4 | $10K | Hold |
300
| – | – | ﹤0.01% | 202 |
|
|
2016
Q3 | $10K | Sell |
300
-6,911
| -96% | -$230K | ﹤0.01% | 267 |
|
|
2016
Q2 | $250K | Sell |
7,211
-6,051
| -46% | -$210K | 0.13% | 59 |
|
|
2016
Q1 | $449K | Sell |
13,262
-11,971
| -47% | -$405K | 0.31% | 53 |
|
|
2015
Q4 | $786K | Buy |
+25,233
| New | +$786K | 0.89% | 30 |
|