SSG
SHLX

Summit Securities Group’s Shell Midstream Partners, L.P. SHLX Stock Holding History

Summit Securities Group’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
-5,100
Closed -$81K – 1537
2022
Q3 		$81K Buy
5,100
+3,100
+155% +$47.9K 0.02% 554
2022
Q2 		$28K Buy
2,000
+200
+11% +$2.82K 0.01% 703
2022
Q1 		$26K Buy
+1,800
New +$24.1K 0.01% 683
2021
Q3 		– Sell
-16,400
Closed -$242K – 1058
2021
Q2 		$242K Buy
+16,400
New +$246K 0.05% 604
2015
Q3 		– Sell
-2,100
Closed -$96K – 562
2015
Q2 		$96K Buy
+2,100
New +$90K 0.05% 132

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