TWMP
SHLX
Taylor Wealth Management Partners’s Shell Midstream Partners, L.P. SHLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,872
| Closed | -$56K | – | 155 |
|
|
2017
Q4 | $56K | Sell |
1,872
-750
| -29% | -$22.4K | 0.02% | 95 |
|
|
2017
Q3 | $73K | Hold |
2,622
| – | – | 0.03% | 93 |
|
|
2017
Q2 | $79K | Hold |
2,622
| – | – | 0.04% | 93 |
|
|
2017
Q1 | $85K | Sell |
2,622
-366
| -12% | -$11.9K | 0.04% | 88 |
|
|
2016
Q4 | $87K | Sell |
2,988
-143,883
| -98% | -$4.19M | 0.04% | 87 |
|
|
2016
Q3 | $4.71M | Sell |
146,871
-122,269
| -45% | -$3.92M | 2.11% | 25 |
|
|
2016
Q2 | $9.09M | Buy |
269,140
+305
| +0.1% | +$10.3K | 3.64% | 6 |
|
|
2016
Q1 | $9.84M | Buy |
268,835
+63,760
| +31% | +$2.33M | 4.65% | 5 |
|
|
2015
Q4 | $8.52M | Sell |
205,075
-2,628
| -1% | -$109K | 3.67% | 9 |
|
|
2015
Q3 | $6.11M | Sell |
207,703
-12,372
| -6% | -$364K | 2.95% | 14 |
|
|
2015
Q2 | $10M | Buy |
220,075
+77,445
| +54% | +$3.54M | 3.21% | 10 |
|
|
2015
Q1 | $5.56M | Buy |
+142,630
| New | +$5.56M | 1.75% | 33 |
|