SWM
SHLX

Selective Wealth Management’s Shell Midstream Partners, L.P. SHLX Stock Holding History

Selective Wealth Management’s Portfolio SHLX Stock Details SHLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-3,000
Closed -$47K – 791
2022
Q3 		$47K Sell
3,000
-2,000
-40% -$30.9K 0.02% 307
2022
Q2 		$70K Buy
5,000
+2,000
+67% +$28.2K 0.02% 265
2022
Q1 		$43K Buy
+3,000
New +$40.2K 0.02% 331

Other funds holding SHLX

AW
Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return