Financial Architects (New Jersey)’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 | – | Hold |
0
| – | -$24K | – | 1452 |
|
|
2017
Q4 | – | Hold |
0
| – | -$24K | – | 813 |
|
|
2017
Q3 | – | Hold |
0
| – | -$27K | – | 828 |
|
|
2017
Q2 | – | Hold |
0
| – | -$30K | – | 782 |
|
|
2017
Q1 | – | Hold |
0
| – | -$26K | – | 743 |
|
|
2016
Q4 | – | Hold |
0
| – | -$36K | – | 764 |
|
|
2016
Q3 | – | Hold |
0
| – | -$27K | – | 671 |
|
|
2016
Q2 | – | Hold |
0
| – | -$27K | – | 703 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 515 |
|
|
2015
Q3 | – | Hold |
0
| – | -$12K | – | 950 |
|
|
2015
Q2 | – | Hold |
0
| – | -$11K | – | 731 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 691 |
|