MWAC
SHLX
Mariner Wealth Advisors (Cincinnati)’s Shell Midstream Partners, L.P. SHLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $239K | Hold |
11,200
| – | – | 0.01% | 266 |
|
|
2018
Q2 | $248K | Sell |
11,200
-1,400
| -11% | -$31K | 0.01% | 269 |
|
|
2018
Q1 | $265K | Hold |
12,600
| – | – | 0.02% | 245 |
|
|
2017
Q4 | $376K | Buy |
12,600
+3,000
| +31% | +$89.5K | 0.02% | 209 |
|
|
2017
Q3 | $267K | Hold |
9,600
| – | – | 0.02% | 232 |
|
|
2017
Q2 | $291K | Buy |
+9,600
| New | +$291K | 0.02% | 217 |
|