Edge Capital Group’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
Q1 | – | Sell |
-15,070
| Closed | -$214K | – | 299 |
|
|
2020
Q4 | $214K | Hold |
15,070
| – | – | 0.02% | 250 |
|
|
2020
Q3 | $183K | Hold |
15,070
| – | – | 0.02% | 234 |
|
|
2020
Q2 | $220K | Hold |
15,070
| – | – | 0.02% | 202 |
|
|
2020
Q1 | $211K | Hold |
15,070
| – | – | 0.03% | 195 |
|
|
2019
Q4 | $334K | Hold |
15,070
| – | – | 0.03% | 194 |
|
|
2019
Q3 | $381K | Hold |
15,070
| – | – | 0.04% | 186 |
|
|
2019
Q2 | $414K | Hold |
15,070
| – | – | 0.04% | 192 |
|
|
2019
Q1 | $407K | Hold |
15,070
| – | – | 0.04% | 189 |
|
|
2018
Q4 | $430K | Buy |
+15,070
| New | +$430K | 0.05% | 170 |
|