AWM
HEP

AE Wealth Management’s Holly Energy Partners, L.P. HEP Stock Holding History

AE Wealth Management’s Portfolio HEP Stock Details HEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-10,521
Closed -$183K – 2079
2023
Q1 		$183K Buy
10,521
+150
+1% +$2.61K ﹤0.01% 1747
2022
Q4 		$188K Hold
10,371
– – ﹤0.01% 1671
2022
Q3 		$170K Buy
+10,371
New +$170K ﹤0.01% 1623