Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-200
| Closed | -$3K | – | 2059 |
|
|
2022
Q2 | $3K | Hold |
200
| – | – | ﹤0.01% | 1701 |
|
|
2022
Q1 | $4K | Hold |
200
| – | – | ﹤0.01% | 1727 |
|
|
2021
Q4 | $3K | Hold |
200
| – | – | ﹤0.01% | 1900 |
|
|
2021
Q3 | $4K | Hold |
200
| – | – | ﹤0.01% | 1806 |
|
|
2021
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 1680 |
|
|
2021
Q1 | $4K | Hold |
200
| – | – | ﹤0.01% | 1657 |
|
|
2020
Q4 | $3K | Hold |
200
| – | – | ﹤0.01% | 1596 |
|
|
2020
Q3 | $2K | Hold |
200
| – | – | ﹤0.01% | 1494 |
|
|
2020
Q2 | $3K | Hold |
200
| – | – | ﹤0.01% | 1349 |
|
|
2020
Q1 | $3K | Hold |
200
| – | – | ﹤0.01% | 1258 |
|
|
2019
Q4 | $4K | Hold |
200
| – | – | ﹤0.01% | 1024 |
|
|
2019
Q3 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 962 |
|