AWM
HEP

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

Apollon 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
Q3 		– Sell
-13,864
Closed -$256K – 1009
2023
Q2 		$256K Buy
13,864
+286
+2% +$5.29K 0.01% 785
2023
Q1 		$236K Buy
13,578
+725
+6% +$12.6K 0.01% 749
2022
Q4 		$233K Buy
12,853
+28
+0.2% +$507 0.02% 742
2022
Q3 		$210K Buy
+12,825
New +$210K 0.02% 714