Avion Wealth’s Shell Midstream Partners, L.P. SHLX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-60,110
Closed -$950K 832
2022
Q4
$950K Hold
60,110
0.3% 33
2022
Q3
$950K Hold
60,110
0.3% 33
2022
Q2
$846K Buy
+60,110
New +$848K 0.26% 34

Avion Wealth's SHLX Position: Q1 2023 in Review

Avion Wealth sold out of Shell Midstream Partners, L.P. (SHLX) in Q1 2023, closing a stake of 60,110 shares — an estimated $950K sold.

Avion Wealth first reported a position in SHLX in Q2 2022 and held it in 3 quarters. The position peaked at $950K in Q4 2022. 0 funds tracked by Wall St. Rank hold SHLX as of Q1 2023.

  • Avion Wealth reported no remaining Shell Midstream Partners, L.P. position as of Q1 2023 after selling out during the quarter.
  • Avion Wealth sold 60,110 Shell Midstream Partners, L.P. shares in Q1 2023, an estimated $950K.
  • Avion Wealth first reported a position in Shell Midstream Partners, L.P. in Q2 2022 and held it in 3 quarters.
  • Avion Wealth's Shell Midstream Partners, L.P. position peaked at $950K in Q4 2022.
  • 0 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q1 2023.

Based on Avion Wealth's 13F filing for Q1 2023, filed 5 May 2023.