Wealthspire Advisors (Maryland)’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
Q2 | – | Sell |
-1,414
| Closed | -$38K | – | 2247 |
|
|
2019
Q1 | $38K | Buy |
1,414
+50
| +4% | +$1.34K | ﹤0.01% | 1011 |
|
|
2018
Q4 | $39K | Sell |
1,364
-30
| -2% | -$858 | ﹤0.01% | 962 |
|
|
2018
Q3 | $44K | Hold |
1,394
| – | – | ﹤0.01% | 1016 |
|
|
2018
Q2 | $39K | Sell |
1,394
-1,150
| -45% | -$32.2K | ﹤0.01% | 1076 |
|
|
2018
Q1 | $70K | Buy |
2,544
+110
| +5% | +$3.03K | 0.01% | 863 |
|
|
2017
Q4 | $79K | Sell |
2,434
-70
| -3% | -$2.27K | 0.01% | 813 |
|
|
2017
Q3 | $84K | Sell |
2,504
-120
| -5% | -$4.03K | 0.01% | 782 |
|
|
2017
Q2 | $85K | Buy |
2,624
+180
| +7% | +$5.83K | 0.01% | 753 |
|
|
2017
Q1 | $87K | Buy |
2,444
+1,540
| +170% | +$54.8K | 0.01% | 652 |
|
|
2016
Q4 | $29K | Hold |
904
| – | – | ﹤0.01% | 922 |
|
|
2016
Q3 | $31K | Buy |
904
+604
| +201% | +$20.7K | ﹤0.01% | 923 |
|
|
2016
Q2 | $10K | Sell |
300
-1,300
| -81% | -$43.3K | ﹤0.01% | 1209 |
|
|
2016
Q1 | $54K | Buy |
1,600
+300
| +23% | +$10.1K | 0.01% | 686 |
|
|
2015
Q4 | $40K | Buy |
+1,300
| New | +$40K | 0.01% | 778 |
|