RDWM
HEP

Red Door Wealth Management’s Holly Energy Partners, L.P. HEP Stock Holding History

Red Door Wealth Management’s Portfolio HEP Stock Details HEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-496
Closed -$11K – 651
2021
Q2 		$11K Buy
+496
New +$11K ﹤0.01% 431
2020
Q3 		– Sell
-3,096
Closed -$45K – 459
2020
Q2 		$45K Sell
3,096
-1,350
-30% -$19.6K 0.03% 189
2020
Q1 		$62K Buy
+4,446
New +$62K 0.06% 157