CWA
SHLX
Cypress Wealth Advisors’s Shell Midstream Partners, L.P. SHLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $981K | Buy |
+47,950
| New | +$981K | 1.12% | 33 |
|
|
2018
Q4 | – | Sell |
-57,500
| Closed | -$1.23M | – | 86 |
|
|
2018
Q3 | $1.23M | Sell |
57,500
-35,350
| -38% | -$756K | 1.29% | 29 |
|
|
2018
Q2 | $2.06M | Sell |
92,850
-4,250
| -4% | -$94.2K | 2.23% | 13 |
|
|
2018
Q1 | $2.04M | Sell |
97,100
-4,700
| -5% | -$98.9K | 2.22% | 11 |
|
|
2017
Q4 | $3.04M | Buy |
+101,800
| New | +$3.04M | 2.91% | 8 |
|
|
2017
Q3 | – | Sell |
-7,375
| Closed | -$223K | – | 84 |
|
|
2017
Q2 | $223K | Sell |
7,375
-30,900
| -81% | -$934K | 0.26% | 72 |
|
|
2017
Q1 | $1.23M | Sell |
38,275
-1,675
| -4% | -$54K | 0.56% | 42 |
|
|
2016
Q4 | $1.16M | Buy |
39,950
+600
| +2% | +$17.5K | 0.53% | 49 |
|
|
2016
Q3 | $1.26M | Sell |
39,350
-4,661
| -11% | -$149K | 0.57% | 44 |
|
|
2016
Q2 | $1.49M | Buy |
44,011
+3,250
| +8% | +$110K | 0.73% | 32 |
|
|
2016
Q1 | $1.49M | Sell |
40,761
-4,077
| -9% | -$149K | 0.68% | 32 |
|
|
2015
Q4 | $1.86M | Buy |
44,838
+2,913
| +7% | +$121K | 0.94% | 25 |
|
|
2015
Q3 | $1.23M | Hold |
41,925
| – | – | 0.67% | 32 |
|
|
2015
Q2 | $1.91M | Buy |
+41,925
| New | +$1.91M | 1.12% | 22 |
|