Clearview Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,309
| Closed | -$68K | – | 666 |
|
|
2022
Q3 | $68K | Buy |
4,309
+80
| +2% | +$1.24K | 0.05% | 147 |
|
|
2022
Q2 | $60K | Buy |
4,229
+89
| +2% | +$1.25K | 0.04% | 164 |
|
|
2022
Q1 | $59K | Buy |
4,140
+90
| +2% | +$1.21K | 0.04% | 185 |
|
|
2021
Q4 | $47K | Buy |
4,050
+96
| +2% | +$1.13K | 0.03% | 236 |
|
|
2021
Q3 | $47K | Buy |
3,954
+92
| +2% | +$1.17K | 0.03% | 239 |
|
|
2021
Q2 | $57K | Buy |
3,862
+113
| +3% | +$1.69K | 0.04% | 230 |
|
|
2021
Q1 | $50K | Buy |
3,749
+144
| +4% | +$1.71K | 0.03% | 227 |
|
|
2020
Q4 | $36K | Buy |
+3,605
| New | +$35.1K | 0.02% | 233 |
|