Sonora Investment Management’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 | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-750
| Closed | -$19K | – | 1745 |
|
2019
Q3 | $19K | Hold |
750
| – | – | ﹤0.01% | 909 |
|
2019
Q2 | $21K | Hold |
750
| – | – | ﹤0.01% | 856 |
|
2019
Q1 | $20K | Hold |
750
| – | – | ﹤0.01% | 798 |
|
2018
Q4 | $21K | Hold |
750
| – | – | ﹤0.01% | 627 |
|
2018
Q3 | $24K | Hold |
750
| – | – | ﹤0.01% | 592 |
|
2018
Q2 | $21K | Buy |
+750
| New | +$21K | ﹤0.01% | 590 |
|