AWM
SHLX
Avior Wealth Management’s Shell Midstream Partners, L.P. SHLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-17,094
| Closed | -$161K | – | 1125 |
|
|
2020
Q3 | $161K | Hold |
17,094
| – | – | 0.02% | 393 |
|
|
2020
Q2 | $209K | Buy |
17,094
+2,922
| +21% | +$35.7K | 0.03% | 377 |
|
|
2020
Q1 | $141K | Buy |
14,172
+3,717
| +36% | +$37K | 0.03% | 389 |
|
|
2019
Q4 | $211K | Buy |
10,455
+1,707
| +20% | +$34.5K | 0.03% | 366 |
|
|
2019
Q3 | $178K | Hold |
8,748
| – | – | 0.03% | 371 |
|
|
2019
Q2 | $181K | Hold |
8,748
| – | – | 0.03% | 366 |
|
|
2019
Q1 | $178K | Sell |
8,748
-549
| -6% | -$11.2K | 0.04% | 358 |
|
|
2018
Q4 | $152K | Hold |
9,297
| – | – | 0.04% | 370 |
|
|
2018
Q3 | $199K | Hold |
9,297
| – | – | 0.04% | 343 |
|
|
2018
Q2 | $206K | Hold |
9,297
| – | – | 0.05% | 321 |
|
|
2018
Q1 | $196K | Sell |
9,297
-1,211
| -12% | -$25.5K | 0.05% | 318 |
|
|
2017
Q4 | $313K | Buy |
10,508
+9,892
| +1,606% | +$295K | 0.07% | 238 |
|
|
2017
Q3 | $17K | Buy |
616
+286
| +87% | +$7.89K | 0.01% | 291 |
|
|
2017
Q2 | $10K | Hold |
330
| – | – | ﹤0.01% | 314 |
|
|
2017
Q1 | $11K | Hold |
330
| – | – | ﹤0.01% | 343 |
|
|
2016
Q4 | $10K | Hold |
330
| – | – | ﹤0.01% | 335 |
|
|
2016
Q3 | $11K | Hold |
330
| – | – | ﹤0.01% | 333 |
|
|
2016
Q2 | $11K | Hold |
330
| – | – | ﹤0.01% | 329 |
|
|
2016
Q1 | $12K | Buy |
330
+60
| +22% | +$2.18K | 0.01% | 334 |
|
|
2015
Q4 | $11K | Buy |
270
+50
| +23% | +$2.04K | 0.01% | 314 |
|
|
2015
Q3 | $6K | Buy |
220
+57
| +35% | +$1.56K | ﹤0.01% | 318 |
|
|
2015
Q2 | $7K | Buy |
+163
| New | +$7K | 0.01% | 298 |
|