FWM
SHLX

Finer Wealth Management’s Shell Midstream Partners, L.P. SHLX Stock Holding History

Finer Wealth Management’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
-10,344
Closed -$164K – 80
2022
Q3 		$164K Hold
10,344
– – 0.16% 75
2022
Q2 		$146K Buy
+10,344
New +$146K 0.13% 77

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