CAL
SHLX

Capital Advisors Ltd’s Shell Midstream Partners, L.P. SHLX Stock Holding History

Capital Advisors Ltd’s Portfolio SHLX Stock Details SHLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,313
Closed -$21K – 1787
2022
Q3 		$21K Buy
1,313
+24
+2% +$371 ﹤0.01% 443
2022
Q2 		$18K Buy
1,289
+27
+2% +$381 ﹤0.01% 448
2022
Q1 		$18K Buy
1,262
+28
+2% +$375 ﹤0.01% 457
2021
Q4 		$14K Buy
1,234
+29
+2% +$342 ﹤0.01% 478
2021
Q3 		$14K Buy
1,205
+28
+2% +$356 ﹤0.01% 406
2021
Q2 		$17K Hold
1,177
– – ﹤0.01% 378
2021
Q1 		$16K Buy
+1,177
New +$13.9K ﹤0.01% 375

Other funds holding SHLX

AW
Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return