IFP Advisors’s Shell Midstream Partners, L.P. SHLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,742
| Closed | -$40K | – | 4657 |
|
|
2022
Q4 | $40K | Hold |
1,742
| – | – | ﹤0.01% | 2405 |
|
|
2022
Q3 | $40K | Sell |
1,742
-1,854
| -52% | -$28.6K | ﹤0.01% | 2554 |
|
|
2022
Q2 | $81K | Hold |
3,596
| – | – | ﹤0.01% | 1830 |
|
|
2022
Q1 | $81K | Buy |
3,596
+795
| +28% | +$10.6K | ﹤0.01% | 1830 |
|
|
2021
Q4 | $33K | Hold |
2,801
| – | – | ﹤0.01% | 1731 |
|
|
2021
Q3 | $33K | Sell |
2,801
-2,452
| -47% | -$31.2K | ﹤0.01% | 1769 |
|
|
2021
Q2 | $77K | Buy |
5,253
+2,302
| +78% | +$34.5K | ﹤0.01% | 1348 |
|
|
2021
Q1 | $39K | Buy |
2,951
+124
| +4% | +$1.47K | ﹤0.01% | 1574 |
|
|
2020
Q4 | $27K | Buy |
2,827
+2,742
| +3,226% | +$26.7K | ﹤0.01% | 1687 |
|
|
2020
Q3 | $0 | Hold |
85
| – | – | ﹤0.01% | 3060 |
|
|
2020
Q2 | $1K | Hold |
85
| – | – | ﹤0.01% | 2661 |
|
|
2020
Q1 | $0 | Hold |
85
| – | – | ﹤0.01% | 3079 |
|
|
2019
Q4 | $2K | Buy |
85
+17
| +25% | +$345 | ﹤0.01% | 2570 |
|
|
2019
Q3 | $2K | Buy |
+68
| New | +$1.4K | ﹤0.01% | 2757 |
|
|
2019
Q1 | $1K | Buy |
+50
| New | +$960 | ﹤0.01% | 2291 |
|
|
2017
Q1 | – | Sell |
-50
| Closed | -$1K | – | 4187 |
|
|
2016
Q4 | $1K | Hold |
50
| – | – | ﹤0.01% | 3880 |
|
|
2016
Q3 | $2K | Sell |
50
-231
| -82% | -$7.28K | ﹤0.01% | 3643 |
|
|
2016
Q2 | $9K | Buy |
281
+231
| +462% | +$7.99K | ﹤0.01% | 2828 |
|
|
2016
Q1 | $1K | Sell |
50
-80
| -62% | -$2.82K | ﹤0.01% | 2273 |
|
|
2015
Q4 | $5K | Buy |
+130
| New | +$4.56K | ﹤0.01% | 3002 |
|