HYA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $365K | Buy |
22,783
+469
| +2% | +$7.51K | 0.14% | 93 |
|
|
2022
Q1 | $395K | Buy |
22,314
+408
| +2% | +$7.22K | 0.14% | 105 |
|
|
2021
Q4 | $361K | Hold |
21,906
| – | – | 0.13% | 117 |
|
|
2021
Q3 | $431K | Hold |
21,906
| – | – | 0.17% | 92 |
|
|
2021
Q2 | $496K | Hold |
21,906
| – | – | 0.21% | 79 |
|
|
2021
Q1 | $419K | Sell |
21,906
-1,340
| -6% | -$25.6K | 0.2% | 86 |
|
|
2020
Q4 | $330K | Hold |
23,246
| – | – | 0.18% | 97 |
|
|
2020
Q3 | $282K | Hold |
23,246
| – | – | 0.17% | 99 |
|
|
2020
Q2 | $339K | Hold |
23,246
| – | – | 0.22% | 82 |
|
|
2020
Q1 | $326K | Hold |
23,246
| – | – | 0.27% | 73 |
|
|
2019
Q4 | $515K | Buy |
+23,246
| New | +$515K | 0.33% | 58 |
|