IFAM
SHLX
Institutional & Family Asset Management’s Shell Midstream Partners, L.P. SHLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-16,216
| Closed | -$216K | – | 1023 |
|
|
2021
Q1 | $216K | Sell |
16,216
-5,620
| -26% | -$74.9K | 0.04% | 180 |
|
|
2020
Q4 | $220K | Sell |
21,836
-2,034
| -9% | -$20.5K | 0.05% | 177 |
|
|
2020
Q3 | $226K | Hold |
23,870
| – | – | 0.05% | 153 |
|
|
2020
Q2 | $293K | Hold |
23,870
| – | – | 0.06% | 140 |
|
|
2020
Q1 | $238K | Sell |
23,870
-1,110
| -4% | -$11.1K | 0.05% | 132 |
|
|
2019
Q4 | $505K | Sell |
24,980
-3,260
| -12% | -$65.9K | 0.11% | 120 |
|
|
2019
Q3 | $578K | Sell |
28,240
-2,230
| -7% | -$45.6K | 0.13% | 108 |
|
|
2019
Q2 | $631K | Hold |
30,470
| – | – | 0.14% | 101 |
|
|
2019
Q1 | $623K | Sell |
30,470
-630
| -2% | -$12.9K | 0.13% | 105 |
|
|
2018
Q4 | $510K | Sell |
31,100
-1,125
| -3% | -$18.4K | 0.11% | 107 |
|
|
2018
Q3 | $689K | Buy |
32,225
+9,195
| +40% | +$197K | 0.14% | 102 |
|
|
2018
Q2 | $511K | Buy |
23,030
+19,320
| +521% | +$429K | 0.11% | 110 |
|
|
2018
Q1 | $78K | Sell |
3,710
-4,800
| -56% | -$101K | 0.02% | 283 |
|
|
2017
Q4 | $254K | Hold |
8,510
| – | – | 0.05% | 148 |
|
|
2017
Q3 | $237K | Buy |
+8,510
| New | +$237K | 0.05% | 161 |
|