Brinker Capital Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,274
| Closed | -$28K | – | 800 |
|
|
2019
Q4 | $28K | Hold |
1,274
| – | – | ﹤0.01% | 477 |
|
|
2019
Q3 | $32K | Hold |
1,274
| – | – | ﹤0.01% | 464 |
|
|
2019
Q2 | $35K | Hold |
1,274
| – | – | ﹤0.01% | 631 |
|
|
2019
Q1 | $34K | Hold |
1,274
| – | – | ﹤0.01% | 507 |
|
|
2018
Q4 | $36K | Hold |
1,274
| – | – | ﹤0.01% | 410 |
|
|
2018
Q3 | $40K | Buy |
+1,274
| New | +$40K | ﹤0.01% | 378 |
|