BAM
HEP

Belpointe Asset Management’s Holly Energy Partners, L.P. HEP Stock Holding History

Belpointe Asset 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
-1,500
Closed -$26.1K – 3627
2023
Q1 		$26.1K Sell
1,500
-1,000
-40% -$17.4K ﹤0.01% 2151
2022
Q4 		$45.3K Buy
+2,500
New +$45.3K ﹤0.01% 1670