WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $10K | Hold |
|
|||||
|
2017
Q1 | $11K | Hold |
|
|||||
|
2016
Q4 | $10K | Buy |
|
|||||
|
2015
Q3 | – | Sell |
|
|||||
|
2015
Q2 | $4.76M | Buy |
|
|||||
|
2015
Q1 | $3.9M | Buy |
|
|||||
|
2014
Q4 | $3.59M | Sell |
|
|||||
|
2014
Q3 | $5.57M | Buy |
|
|||||
|
2014
Q2 | $5.22M | Buy |
|
|||||
|
2014
Q1 | $4.72M | Buy |
|
|||||
|
2013
Q4 | $4.39M | Buy |
|
|||||
|
2013
Q3 | $4.16M | Buy |
|
|||||
|
2013
Q2 | $3.56M | Buy |
|