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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-3,000
Closed -$47K – 791
2022
Q3 		$47K Sell
3,000
-2,000
-40% -$31.3K 0.02% 307
2022
Q2 		$70K Buy
5,000
+2,000
+67% +$28K 0.02% 265
2022
Q1 		$43K Buy
+3,000
New +$43K 0.02% 331