BSW
HEP

Buckingham Strategic Wealth’s Holly Energy Partners, L.P. HEP Stock Holding History

Buckingham Strategic Wealth’s Portfolio HEP Stock Details HEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-11,863
Closed -$417K – 237
2015
Q2 		$417K Buy
11,863
+184
+2% +$6.47K 0.14% 121
2015
Q1 		$367K Buy
11,679
+70
+0.6% +$2.2K 0.14% 124
2014
Q4 		$347K Buy
+11,609
New +$347K 0.13% 119