IWP
SHLX
Icon Wealth Partners’s Shell Midstream Partners, L.P. SHLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-10,025
| Closed | -$205K | – | 183 |
|
|
2019
Q3 | $205K | Sell |
10,025
-828
| -8% | -$16.9K | 0.07% | 153 |
|
|
2019
Q2 | $225K | Sell |
10,853
-51
| -0.5% | -$1.06K | 0.08% | 135 |
|
|
2019
Q1 | $223K | Buy |
10,904
+987
| +10% | +$20.2K | 0.08% | 137 |
|
|
2018
Q4 | $163K | Sell |
9,917
-1,849
| -16% | -$30.4K | 0.08% | 159 |
|
|
2018
Q3 | $252K | Buy |
11,766
+361
| +3% | +$7.73K | 0.11% | 147 |
|
|
2018
Q2 | $253K | Sell |
11,405
-5,518
| -33% | -$122K | 0.11% | 135 |
|
|
2018
Q1 | $356K | Buy |
16,923
+3,069
| +22% | +$64.6K | 0.19% | 110 |
|
|
2017
Q4 | $413K | Buy |
+13,854
| New | +$413K | 0.2% | 100 |
|