Harvest Group Wealth Management’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 | – | Hold |
0
| – | – | – | 774 |
|
|
2020
Q4 | – | Sell |
-69
| Closed | -$1K | – | 883 |
|
|
2020
Q3 | $1K | Buy |
69
+2
| +3% | +$29 | ﹤0.01% | 546 |
|
|
2020
Q2 | $0 | Buy |
67
+1
| +2% | – | ﹤0.01% | 927 |
|
|
2020
Q1 | $0 | Buy |
66
+2
| +3% | – | ﹤0.01% | 1101 |
|
|
2019
Q4 | $1K | Buy |
64
+2
| +3% | +$31 | ﹤0.01% | 913 |
|
|
2019
Q3 | $2K | Buy |
+62
| New | +$2K | ﹤0.01% | 790 |
|