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

Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Selective Wealth Management's SHLX Position: Q4 2022 in Review

Selective Wealth Management sold out of Shell Midstream Partners, L.P. (SHLX) in Q4 2022, closing a stake of 3,000 shares — an estimated $47K sold.

Selective Wealth Management first reported a position in SHLX in Q1 2022 and held it in 3 quarters. The position peaked at $70K in Q2 2022. 2 funds tracked by Wall St. Rank hold SHLX as of Q4 2022.

Selective Wealth Management reported no remaining Shell Midstream Partners, L.P. position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 3,000 Shell Midstream Partners, L.P. shares in Q4 2022, an estimated $47K.
Selective Wealth Management first reported a position in Shell Midstream Partners, L.P. in Q1 2022 and held it in 3 quarters.
Selective Wealth Management's Shell Midstream Partners, L.P. position peaked at $70K in Q2 2022.
2 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.