Avantax Planning Partners’s Magellan Midstream Partners, L.P. MMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-5,918
| Closed | -$392K | – | 318 |
|
|
2019
Q3 | $392K | Buy |
5,918
+848
| +17% | +$56.2K | 0.02% | 202 |
|
|
2019
Q2 | $328K | Hold |
5,070
| – | – | 0.02% | 222 |
|
|
2019
Q1 | $307K | Hold |
5,070
| – | – | 0.02% | 227 |
|
|
2018
Q4 | $289K | Buy |
5,070
+230
| +5% | +$13.1K | 0.02% | 206 |
|
|
2018
Q3 | $328K | Hold |
4,840
| – | – | 0.03% | 186 |
|
|
2018
Q2 | $334K | Buy |
4,840
+1,770
| +58% | +$122K | 0.03% | 167 |
|
|
2018
Q1 | $179K | Hold |
3,070
| – | – | 0.02% | 314 |
|
|
2017
Q4 | $218K | Hold |
3,070
| – | – | 0.02% | 283 |
|
|
2017
Q3 | $218K | Sell |
3,070
-239
| -7% | -$17K | 0.02% | 347 |
|
|
2017
Q2 | $236K | Buy |
3,309
+224
| +7% | +$16K | 0.02% | 303 |
|
|
2017
Q1 | $237K | Hold |
3,085
| – | – | 0.02% | 281 |
|
|
2016
Q4 | $233K | Buy |
+3,085
| New | +$233K | 0.02% | 272 |
|