D.A. Davidson & Co’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 |
-658
| Closed | -$21K | – | 2078 |
|
|
2017
Q2 | $21K | Hold |
658
| – | – | ﹤0.01% | 1817 |
|
|
2017
Q1 | $23K | Hold |
658
| – | – | ﹤0.01% | 1799 |
|
|
2016
Q4 | $21K | Hold |
658
| – | – | ﹤0.01% | 1913 |
|
|
2016
Q3 | $22K | Hold |
658
| – | – | ﹤0.01% | 1836 |
|
|
2016
Q2 | $22K | Hold |
658
| – | – | ﹤0.01% | 1738 |
|
|
2016
Q1 | $22K | Hold |
658
| – | – | ﹤0.01% | 1685 |
|
|
2015
Q4 | $20K | Hold |
658
| – | – | ﹤0.01% | 1708 |
|
|
2015
Q3 | $19K | Buy |
+658
| New | +$19K | ﹤0.01% | 1689 |
|