Carroll Financial Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $11K | Hold |
721
| – | – | ﹤0.01% | 1148 |
|
|
2021
Q3 | $13K | Hold |
721
| – | – | ﹤0.01% | 1131 |
|
|
2021
Q2 | $16K | Hold |
721
| – | – | ﹤0.01% | 1155 |
|
|
2021
Q1 | $13K | Hold |
721
| – | – | ﹤0.01% | 1153 |
|
|
2020
Q4 | $10K | Hold |
721
| – | – | ﹤0.01% | 1131 |
|
|
2020
Q3 | $8K | Hold |
721
| – | – | ﹤0.01% | 1112 |
|
|
2020
Q2 | $10K | Hold |
721
| – | – | ﹤0.01% | 1039 |
|
|
2020
Q1 | $10K | Hold |
721
| – | – | ﹤0.01% | 954 |
|
|
2019
Q4 | $15K | Hold |
721
| – | – | ﹤0.01% | 958 |
|
|
2019
Q3 | $18K | Buy |
+721
| New | +$18K | ﹤0.01% | 863 |
|
|
2016
Q3 | – | Sell |
-1,000
| Closed | -$34K | – | 1241 |
|
|
2016
Q2 | $34K | Hold |
1,000
| – | – | 0.01% | 512 |
|
|
2016
Q1 | $33K | Hold |
1,000
| – | – | 0.01% | 505 |
|
|
2015
Q4 | $31K | Hold |
1,000
| – | – | 0.01% | 492 |
|
|
2015
Q3 | $33K | Buy |
+1,000
| New | +$33K | 0.01% | 473 |
|