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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-89,063
Closed -$1.98M 271
2018
Q3
$1.98M Buy
89,063
+1,900
+2% +$42.3K 0.35% 86
2018
Q2
$1.93M Buy
87,163
+1,165
+1% +$25.8K 0.36% 87
2018
Q1
$1.81M Buy
85,998
+7,824
+10% +$165K 0.35% 84
2017
Q4
$2.33M Buy
+78,174
New +$2.33M 0.45% 80