Berman Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $10K | Hold |
900
| – | – | ﹤0.01% | 1206 |
|
|
2021
Q2 | $13K | Hold |
900
| – | – | ﹤0.01% | 1071 |
|
|
2021
Q1 | $12K | Hold |
900
| – | – | ﹤0.01% | 987 |
|
|
2020
Q4 | $9K | Sell |
900
-1,100
| -55% | -$11K | ﹤0.01% | 976 |
|
|
2020
Q3 | $18K | Hold |
2,000
| – | – | 0.01% | 634 |
|
|
2020
Q2 | $24K | Sell |
2,000
-5,060
| -72% | -$60.7K | 0.01% | 499 |
|
|
2020
Q1 | $69K | Sell |
7,060
-1,565
| -18% | -$15.3K | 0.02% | 242 |
|
|
2019
Q4 | $174K | Sell |
8,625
-419
| -5% | -$8.45K | 0.05% | 154 |
|
|
2019
Q3 | $184K | Buy |
9,044
+144
| +2% | +$2.93K | 0.06% | 140 |
|
|
2019
Q2 | $182K | Buy |
8,900
+8,531
| +2,312% | +$174K | 0.06% | 139 |
|
|
2019
Q1 | $7K | Buy |
369
+85
| +30% | +$1.61K | ﹤0.01% | 796 |
|
|
2018
Q4 | $4K | Buy |
+284
| New | +$4K | ﹤0.01% | 771 |
|