Creative Planning’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
2021 Q4	–	Sell	-41,246	Closed	-$485K	–	2251
2021 Q3	$485K	Sell	41,246 -29,995	-42%	-$381K	﹤0.01%	1319
2021 Q2	$1.05M	Buy	+71,241	New	+$1.07M	﹤0.01%	910
2020 Q2	–	Sell	-32,673	Closed	-$326K	–	2169
2020 Q1	$326K	Buy	+32,673	New	+$558K	﹤0.01%	1146
2018 Q1	–	Sell	-7,892	Closed	-$235K	–	2154
2017 Q4	$235K	Buy	+7,892	New	+$214K	﹤0.01%	1499
2017 Q3	–	Sell	-2,215	Closed	-$67K	–	4000
2017 Q2	$67K	Sell	2,215 -193	-8%	-$5.98K	﹤0.01%	2291
2017 Q1	$78K	Buy	2,408 +135	+6%	+$4.29K	﹤0.01%	2134
2016 Q4	$66K	Buy	2,273 +1,472	+184%	+$41K	﹤0.01%	2175
2016 Q3	$26K	Buy	801 +350	+78%	+$11K	﹤0.01%	2880
2016 Q2	$15K	Sell	451 -332	-42%	-$11.5K	﹤0.01%	2990
2016 Q1	$29K	Buy	783 +592	+310%	+$20.9K	﹤0.01%	2493
2015 Q4	$8K	Hold	191	–	–	﹤0.01%	3457
2015 Q3	$6K	Buy	+191	New	+$7.49K	﹤0.01%	3547
2015 Q2	–	Sell	-200	Closed	-$8K	–	3293
2015 Q1	$8K	Buy	+200	New	+$7.89K	﹤0.01%	3350