Tradition Wealth Management’s Shell Midstream Partners, L.P. SHLX Stock Holding History

Tradition 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	-1,000	Closed	-$16K	–	1233
2022 Q3	$16K	Hold	1,000	–	–	﹤0.01%	822
2022 Q2	$14K	Hold	1,000	–	–	﹤0.01%	747
2022 Q1	$14K	Hold	1,000	–	–	﹤0.01%	821
2021 Q4	$12K	Hold	1,000	–	–	﹤0.01%	879
2021 Q3	$12K	Hold	1,000	–	–	﹤0.01%	873
2021 Q2	$15K	Hold	1,000	–	–	﹤0.01%	842
2021 Q1	$13K	Buy	+1,000	New	+$11.8K	﹤0.01%	727

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

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

Tradition Wealth Management sold out of Shell Midstream Partners, L.P. (SHLX) in Q4 2022, closing a stake of 1,000 shares — an estimated $16K sold.

Tradition Wealth Management first reported a position in SHLX in Q1 2021 and held it in 7 quarters. The position peaked at $16K in Q3 2022. 2 funds tracked by Wall St. Rank hold SHLX as of Q4 2022.

Tradition Wealth Management reported no remaining Shell Midstream Partners, L.P. position as of Q4 2022 after selling out during the quarter.
Tradition Wealth Management sold 1,000 Shell Midstream Partners, L.P. shares in Q4 2022, an estimated $16K.
Tradition Wealth Management first reported a position in Shell Midstream Partners, L.P. in Q1 2021 and held it in 7 quarters.
Tradition Wealth Management's Shell Midstream Partners, L.P. position peaked at $16K in Q3 2022.
2 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q4 2022.

Based on Tradition Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.