CWP
HEP
CFM Wealth Partners’s Holly Energy Partners, L.P. HEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-35,521
| Closed | -$657K | – | 166 |
|
|
2023
Q2 | $657K | Buy |
+35,521
| New | +$657K | 0.16% | 95 |
|
|
2023
Q1 | – | Sell |
-35,521
| Closed | -$644K | – | 166 |
|
|
2022
Q4 | $644K | Buy |
+35,521
| New | +$644K | 0.19% | 94 |
|
|
2022
Q3 | – | Sell |
-35,521
| Closed | -$569K | – | 167 |
|
|
2022
Q2 | $569K | Hold |
35,521
| – | – | 0.17% | 99 |
|
|
2022
Q1 | $629K | Hold |
35,521
| – | – | 0.15% | 100 |
|
|
2021
Q4 | $621K | Hold |
35,521
| – | – | 0.14% | 106 |
|
|
2021
Q3 | $651K | Buy |
+35,521
| New | +$651K | 0.16% | 98 |
|