Tiedemann Advisors’s Holly Energy Partners, L.P. HEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.38M | Hold |
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|
2022
Q3 | $1.25M | Buy |
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|
2022
Q2 | $896K | Hold |
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|
2022
Q1 | $989K | Hold |
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|
2021
Q4 | $922K | Hold |
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|
2021
Q3 | $1.02M | Hold |
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|
2021
Q2 | $1.26M | Hold |
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|
2021
Q1 | $1.07M | Buy |
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|
2020
Q4 | $719K | Sell |
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|
2020
Q3 | $3.76M | Sell |
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|
2020
Q2 | $7.56M | Buy |
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|
2020
Q1 | $7.12M | Sell |
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|
2019
Q4 | $13M | Buy |
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|
2019
Q3 | $13.5M | Buy |
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|
2019
Q2 | $12M | Sell |
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|
2019
Q1 | $12.3M | Sell |
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|
2018
Q4 | $13M | Buy |
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|
2018
Q3 | $14.3M | Buy |
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|
2018
Q2 | $12.8M | Sell |
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|
2018
Q1 | $17.4M | Buy |
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|
2017
Q4 | $17.9M | Buy |
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|
2017
Q3 | $14M | Sell |
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|
2017
Q2 | $13.7M | Sell |
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|
2017
Q1 | $15.2M | Sell |
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|
2016
Q4 | $15.2M | Buy |
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|
2016
Q3 | $1.3M | Hold |
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|
2016
Q2 | $1.32M | Sell |
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|
2016
Q1 | $1.4M | Buy |
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|
2015
Q4 | $961K | Buy |
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