J.P. Morgan Private Wealth Advisors’s Holly Energy Partners, L.P. HEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.45M | Hold |
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|
2021
Q1 | $1.23M | Sell |
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|
2020
Q4 | $920K | Hold |
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|
2020
Q3 | $786K | Sell |
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|
2020
Q2 | $946K | Buy |
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|
2020
Q1 | $900K | Sell |
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|
2019
Q4 | $1.55M | Sell |
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|
2019
Q3 | $1.81M | Hold |
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|
2019
Q2 | $1.97M | Sell |
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|
2019
Q1 | $1.94M | Buy |
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|
2018
Q4 | $2.05M | Sell |
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|
2018
Q3 | $2.47M | Buy |
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|
2018
Q2 | $2.11M | Buy |
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