BCWM
HEP

Bartlett & Co Wealth Management’s Holly Energy Partners, L.P. HEP Stock Holding History

Bartlett & Co 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
2021
Q1 		– Sell
-60
Closed -$852 – 1208
2020
Q4 		$852 Buy
+60
New +$852 ﹤0.01% 1077