Groesbeck Investment Management’s Shell Midstream Partners, L.P. SHLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-37,393
| Closed | -$440K | – | 111 |
|
|
2021
Q3 | $440K | Sell |
37,393
-1,499
| -4% | -$17.6K | 0.51% | 75 |
|
|
2021
Q2 | $574K | Hold |
38,892
| – | – | 0.73% | 54 |
|
|
2021
Q1 | $519K | Buy |
+38,892
| New | +$519K | 0.75% | 51 |
|
|
2020
Q4 | – | Sell |
-24,451
| Closed | -$232K | – | 91 |
|
|
2020
Q3 | $232K | Sell |
24,451
-4,078
| -14% | -$38.7K | 0.43% | 72 |
|
|
2020
Q2 | $350K | Buy |
28,529
+3,286
| +13% | +$40.3K | 0.69% | 58 |
|
|
2020
Q1 | $252K | Buy |
+25,243
| New | +$252K | 0.68% | 61 |
|