Lee Financial’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
Q3 | – | Sell |
-2,787
| Closed | -$41K | – | 752 |
|
2021
Q2 | $41K | Sell |
2,787
-1,097
| -28% | -$16.1K | 0.01% | 250 |
|
2021
Q1 | $52K | Sell |
3,884
-788
| -17% | -$10.6K | 0.01% | 229 |
|
2020
Q4 | $47K | Hold |
4,672
| – | – | 0.01% | 217 |
|
2020
Q3 | $44K | Hold |
4,672
| – | – | 0.01% | 246 |
|
2020
Q2 | $57K | Buy |
4,672
+849
| +22% | +$10.4K | 0.02% | 191 |
|
2020
Q1 | $38K | Buy |
3,823
+995
| +35% | +$9.89K | 0.01% | 193 |
|
2019
Q4 | $57K | Buy |
2,828
+202
| +8% | +$4.07K | 0.01% | 182 |
|
2019
Q3 | $54K | Hold |
2,626
| – | – | 0.01% | 184 |
|
2019
Q2 | $54K | Buy |
+2,626
| New | +$54K | 0.01% | 195 |
|
2018
Q3 | – | Sell |
-2,456
| Closed | -$54K | – | 767 |
|
2018
Q2 | $54K | Hold |
2,456
| – | – | 0.01% | 261 |
|
2018
Q1 | $52K | Buy |
+2,456
| New | +$52K | 0.01% | 259 |
|