Inspire Investing’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
Q3 | – | Sell |
-9,372
| Closed | -$212K | – | 959 |
|
|
2021
Q2 | $212K | Buy |
+9,372
| New | +$212K | 0.03% | 578 |
|
|
2021
Q1 | – | Sell |
-22,196
| Closed | -$315K | – | 744 |
|
|
2020
Q4 | $315K | Buy |
+22,196
| New | +$315K | 0.07% | 421 |
|
|
2020
Q3 | – | Sell |
-13,888
| Closed | -$203K | – | 592 |
|
|
2020
Q2 | $203K | Sell |
13,888
-5,877
| -30% | -$85.9K | 0.07% | 453 |
|
|
2020
Q1 | $277K | Buy |
+19,765
| New | +$277K | 0.11% | 236 |
|
|
2018
Q1 | – | Sell |
-1,679
| Closed | -$55K | – | 761 |
|
|
2017
Q4 | $55K | Buy |
+1,679
| New | +$55K | 0.05% | 645 |
|