Creative Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-5,378
| Closed | -$175K | – | 3795 |
|
|
2017
Q2 | $175K | Buy |
5,378
+782
| +17% | +$25.4K | ﹤0.01% | 1592 |
|
|
2017
Q1 | $164K | Sell |
4,596
-38
| -0.8% | -$1.36K | ﹤0.01% | 1604 |
|
|
2016
Q4 | $149K | Sell |
4,634
-136
| -3% | -$4.37K | ﹤0.01% | 1571 |
|
|
2016
Q3 | $162K | Buy |
4,770
+862
| +22% | +$29.3K | ﹤0.01% | 1523 |
|
|
2016
Q2 | $135K | Buy |
3,908
+12
| +0.3% | +$415 | ﹤0.01% | 1474 |
|
|
2016
Q1 | $132K | Buy |
3,896
+16
| +0.4% | +$542 | ﹤0.01% | 1461 |
|
|
2015
Q4 | $121K | Sell |
3,880
-189
| -5% | -$5.89K | ﹤0.01% | 1508 |
|
|
2015
Q3 | $118K | Buy |
+4,069
| New | +$118K | ﹤0.01% | 1496 |
|
|
2015
Q2 | – | Sell |
-847
| Closed | -$27K | – | 3060 |
|
|
2015
Q1 | $27K | Buy |
+847
| New | +$27K | ﹤0.01% | 2470 |
|