Aveo Capital Partners’s Shell Midstream Partners, L.P. SHLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-22,881
| Closed | -$325K | – | 307 |
|
|
2022
Q1 | $325K | Sell |
22,881
-14,344
| -39% | -$204K | 0.06% | 215 |
|
|
2021
Q4 | $429K | Hold |
37,225
| – | – | 0.08% | 190 |
|
|
2021
Q3 | $438K | Buy |
37,225
+1,550
| +4% | +$18.2K | 0.09% | 168 |
|
|
2021
Q2 | $527K | Sell |
35,675
-1,375
| -4% | -$20.3K | 0.12% | 154 |
|
|
2021
Q1 | $494K | Buy |
+37,050
| New | +$494K | 0.12% | 144 |
|
|
2020
Q4 | – | Sell |
-32,375
| Closed | -$306K | – | 197 |
|
|
2020
Q3 | $306K | Buy |
+32,375
| New | +$306K | 0.11% | 148 |
|
|
2020
Q2 | – | Sell |
-20,250
| Closed | -$202K | – | 163 |
|
|
2020
Q1 | $202K | Buy |
20,250
+6,250
| +45% | +$62.3K | 0.1% | 147 |
|
|
2019
Q4 | $283K | Hold |
14,000
| – | – | 0.11% | 150 |
|
|
2019
Q3 | $289K | Buy |
14,000
+1,500
| +12% | +$31K | 0.12% | 137 |
|
|
2019
Q2 | $270K | Buy |
+12,500
| New | +$270K | 0.12% | 145 |
|