GVAG
SHLX
Great Valley Advisor Group’s Shell Midstream Partners, L.P. SHLX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-196,996
| Closed | -$2.77M | – | 722 |
|
2022
Q2 | $2.77M | Buy |
196,996
+30,831
| +19% | +$434K | 0.15% | 157 |
|
2022
Q1 | $2.36M | Buy |
166,165
+12,970
| +8% | +$184K | 0.14% | 177 |
|
2021
Q4 | $1.77M | Buy |
153,195
+4,146
| +3% | +$47.8K | 0.11% | 198 |
|
2021
Q3 | $1.75M | Buy |
149,049
+114,329
| +329% | +$1.35M | 0.12% | 190 |
|
2021
Q2 | $513K | Sell |
34,720
-124,974
| -78% | -$1.85M | 0.04% | 345 |
|
2021
Q1 | $2.13M | Buy |
159,694
+5,971
| +4% | +$79.6K | 0.21% | 124 |
|
2020
Q4 | $1.55M | Buy |
153,723
+22,974
| +18% | +$232K | 0.16% | 143 |
|
2020
Q3 | $1.24M | Buy |
+130,749
| New | +$1.24M | 0.15% | 151 |
|