Heritage Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-9,306
| Closed | -$276K | – | 95 |
|
|
2014
Q4 | $276K | Buy |
9,306
+450
| +5% | +$13.3K | 0.25% | 73 |
|
|
2014
Q3 | $326K | Buy |
8,856
+223
| +3% | +$8.21K | 0.34% | 54 |
|
|
2014
Q2 | $297K | Buy |
8,633
+130
| +2% | +$4.47K | 0.32% | 55 |
|
|
2014
Q1 | $284K | Sell |
8,503
-9,187
| -52% | -$307K | 0.33% | 55 |
|
|
2013
Q4 | $572K | Buy |
+17,690
| New | +$572K | 0.72% | 26 |
|