WCBA
HEP
Weaver C. Barksdale & Associates’s Holly Energy Partners, L.P. HEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $1.36M | Sell |
41,732
-190
| -0.5% | -$6.17K | 1.43% | 40 |
|
|
2017
Q3 | $1.4M | Hold |
41,922
| – | – | 1.56% | 34 |
|
|
2017
Q2 | $1.36M | Buy |
41,922
+833
| +2% | +$27.1K | 1.59% | 31 |
|
|
2017
Q1 | $1.47M | Buy |
41,089
+11,780
| +40% | +$421K | 1.73% | 7 |
|
|
2016
Q4 | $940K | Sell |
29,309
-118
| -0.4% | -$3.79K | 1.52% | 36 |
|
|
2016
Q3 | $998K | Buy |
+29,427
| New | +$998K | 1.68% | 12 |
|