Whittier Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-449
| Closed | -$9.86K | – | 1716 |
|
|
2023
Q3 | $9.86K | Hold |
449
| – | – | ﹤0.01% | 1264 |
|
|
2023
Q2 | $8.31K | Hold |
449
| – | – | ﹤0.01% | 1295 |
|
|
2023
Q1 | $7.79K | Hold |
449
| – | – | ﹤0.01% | 1338 |
|
|
2022
Q4 | $8.13K | Hold |
449
| – | – | ﹤0.01% | 1332 |
|
|
2022
Q3 | $7K | Hold |
449
| – | – | ﹤0.01% | 1407 |
|
|
2022
Q2 | $7K | Hold |
449
| – | – | ﹤0.01% | 1387 |
|
|
2022
Q1 | $8K | Buy |
+449
| New | +$8K | ﹤0.01% | 1389 |
|