LFAS
HEP

Level Four Advisory Services’s Holly Energy Partners, L.P. HEP Stock Holding History

Level Four Advisory Services’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
Q1 		– Sell
-6,707
Closed -$218K – 564
2017
Q4 		$218K Sell
6,707
-2,106
-24% -$68.5K 0.02% 503
2017
Q3 		$294K Buy
8,813
+811
+10% +$27.1K 0.03% 416
2017
Q2 		$283K Sell
8,002
-1,248
-13% -$44.1K 0.04% 386
2017
Q1 		$327K Buy
+9,250
New +$327K 0.03% 395