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
-1,600
Closed -$25K – 1538
2022
Q3 		$25K Sell
1,600
-400
-20% -$6.18K ﹤0.01% 694
2022
Q2 		$28K Buy
+2,000
New +$28.2K 0.01% 704

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