J.P. Morgan Private Wealth Advisors’s Holly Energy Partners, L.P. HEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-64,100
| Closed | -$1.45M | – | 1996 |
|
|
2021
Q2 | $1.45M | Hold |
64,100
| – | – | ﹤0.01% | 1018 |
|
|
2021
Q1 | $1.23M | Sell |
64,100
-718
| -1% | -$13.7K | ﹤0.01% | 954 |
|
|
2020
Q4 | $920K | Hold |
64,818
| – | – | ﹤0.01% | 1035 |
|
|
2020
Q3 | $786K | Sell |
64,818
-45
| -0.1% | -$546 | ﹤0.01% | 982 |
|
|
2020
Q2 | $946K | Buy |
64,863
+718
| +1% | +$10.5K | ﹤0.01% | 832 |
|
|
2020
Q1 | $900K | Sell |
64,145
-5,760
| -8% | -$80.8K | 0.01% | 744 |
|
|
2019
Q4 | $1.55M | Sell |
69,905
-1,774
| -2% | -$39.3K | 0.01% | 665 |
|
|
2019
Q3 | $1.81M | Hold |
71,679
| – | – | 0.01% | 607 |
|
|
2019
Q2 | $1.97M | Sell |
71,679
-346
| -0.5% | -$9.51K | 0.01% | 593 |
|
|
2019
Q1 | $1.94M | Buy |
72,025
+222
| +0.3% | +$5.99K | 0.01% | 620 |
|
|
2018
Q4 | $2.05M | Sell |
71,803
-6,645
| -8% | -$190K | 0.01% | 561 |
|
|
2018
Q3 | $2.47M | Buy |
78,448
+3,753
| +5% | +$118K | 0.01% | 580 |
|
|
2018
Q2 | $2.11M | Buy |
+74,695
| New | +$2.11M | 0.01% | 592 |
|