Commonwealth Equity Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-6,741
| Closed | -$219K | – | 2790 |
|
|
2017
Q4 | $219K | Buy |
+6,741
| New | +$219K | ﹤0.01% | 2306 |
|
|
2015
Q3 | – | Sell |
-5,800
| Closed | -$204K | – | 2245 |
|
|
2015
Q2 | $204K | Sell |
5,800
-1,121
| -16% | -$39.4K | ﹤0.01% | 1914 |
|
|
2015
Q1 | $218K | Sell |
6,921
-448
| -6% | -$14.1K | ﹤0.01% | 1857 |
|
|
2014
Q4 | $220K | Buy |
7,369
+114
| +2% | +$3.4K | ﹤0.01% | 1783 |
|
|
2014
Q3 | $264K | Buy |
7,255
+919
| +15% | +$33.4K | ﹤0.01% | 1642 |
|
|
2014
Q2 | $218K | Sell |
6,336
-357
| -5% | -$12.3K | ﹤0.01% | 1770 |
|
|
2014
Q1 | $222K | Sell |
6,693
-1,151
| -15% | -$38.2K | ﹤0.01% | 1686 |
|
|
2013
Q4 | $254K | Buy |
+7,844
| New | +$254K | ﹤0.01% | 1565 |
|
|
2013
Q3 | – | Sell |
-5,379
| Closed | -$205K | – | 1935 |
|
|
2013
Q2 | $205K | Buy |
+5,379
| New | +$205K | ﹤0.01% | 1558 |
|