Partnervest Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-210
| Closed | -$7K | – | 836 |
|
|
2014
Q2 | $7K | Buy |
210
+60
| +40% | +$2K | ﹤0.01% | 760 |
|
|
2014
Q1 | $5K | Buy |
150
+10
| +7% | +$333 | ﹤0.01% | 812 |
|
|
2013
Q4 | $5K | Hold |
140
| – | – | ﹤0.01% | 783 |
|
|
2013
Q3 | $5K | Sell |
140
-20
| -13% | -$714 | ﹤0.01% | 810 |
|
|
2013
Q2 | $6K | Buy |
+160
| New | +$6K | ﹤0.01% | 712 |
|