IWM
HEP

IHT Wealth Management’s Holly Energy Partners, L.P. HEP Stock Holding History

IHT Wealth Management’s Portfolio HEP Stock Details HEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-1,079
Closed -$30K – 1450
2018
Q1 		$30K Buy
1,079
+5
+0.5% +$139 0.01% 850
2017
Q4 		$36K Buy
1,074
+300
+39% +$10.1K 0.01% 795
2017
Q3 		$27K Hold
774
– – 0.01% 683
2017
Q2 		$13 Buy
+774
New +$13 0.01% 902