AWM
MMP

Avior Wealth Management’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2020
Q4
Sell
-11,373
Closed -$388K 1120
2020
Q3
$388K Buy
11,373
+517
+5% +$17.6K 0.06% 288
2020
Q2
$468K Hold
10,856
0.07% 245
2020
Q1
$395K Sell
10,856
-130
-1% -$4.73K 0.08% 231
2019
Q4
$689K Sell
10,986
-413
-4% -$25.9K 0.11% 187
2019
Q3
$755K Buy
11,399
+348
+3% +$23K 0.13% 157
2019
Q2
$707K Hold
11,051
0.13% 161
2019
Q1
$669K Sell
11,051
-27
-0.2% -$1.64K 0.14% 156
2018
Q4
$629K Sell
11,078
-219
-2% -$12.4K 0.15% 138
2018
Q3
$765K Buy
11,297
+459
+4% +$31.1K 0.16% 125
2018
Q2
$749K Hold
10,838
0.17% 124
2018
Q1
$632K Buy
10,838
+377
+4% +$22K 0.15% 139
2017
Q4
$742K Buy
10,461
+7,631
+270% +$541K 0.17% 128
2017
Q3
$201K Buy
2,830
+29
+1% +$2.06K 0.07% 136
2017
Q2
$200K Sell
2,801
-50
-2% -$3.57K 0.08% 117
2017
Q1
$219K Sell
2,851
-635
-18% -$48.8K 0.07% 143
2016
Q4
$263K Sell
3,486
-9
-0.3% -$679 0.1% 126
2016
Q3
$247K Buy
3,495
+28
+0.8% +$1.98K 0.1% 128
2016
Q2
$264K Hold
3,467
0.11% 120
2016
Q1
$239K Sell
3,467
-39
-1% -$2.69K 0.11% 117
2015
Q4
$238K Sell
3,506
-70
-2% -$4.75K 0.13% 107
2015
Q3
$215K Buy
3,576
+2,580
+259% +$155K 0.13% 109
2015
Q2
$73K Buy
996
+596
+149% +$43.7K 0.06% 115
2015
Q1
$31K Hold
400
0.02% 170
2014
Q4
$33K Hold
400
0.03% 158
2014
Q3
$34K Hold
400
0.03% 154
2014
Q2
$34K Hold
400
0.03% 157
2014
Q1
$28K Buy
+400
New +$28K 0.02% 171