SWM
HEP

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

Selective Wealth Management’s Portfolio HEP Stock Details HEP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-4,555
Closed -$75K – 780
2022
Q3 		$75K Buy
4,555
+800
+21% +$13.2K 0.03% 250
2022
Q2 		$60K Buy
3,755
+1,555
+71% +$24.8K 0.02% 291
2022
Q1 		$39K Buy
+2,200
New +$39K 0.01% 346