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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q4
Sell
-11,373
Closed -$388K 1120
2020
Q3
$388K Buy
11,373
+517
+5% +$20.5K 0.06% 288
2020
Q2
$468K Hold
10,856
0.07% 245
2020
Q1
$395K Sell
10,856
-130
-1% -$6.98K 0.08% 231
2019
Q4
$689K Sell
10,986
-413
-4% -$25.7K 0.11% 187
2019
Q3
$755K Buy
11,399
+348
+3% +$22.9K 0.13% 157
2019
Q2
$707K Hold
11,051
0.13% 161
2019
Q1
$669K Sell
11,051
-27
-0.2% -$1.63K 0.14% 156
2018
Q4
$629K Sell
11,078
-219
-2% -$13.5K 0.15% 138
2018
Q3
$765K Buy
11,297
+459
+4% +$31.9K 0.16% 125
2018
Q2
$749K Hold
10,838
0.17% 124
2018
Q1
$632K Buy
10,838
+377
+4% +$25.3K 0.15% 139
2017
Q4
$742K Buy
10,461
+7,631
+270% +$520K 0.17% 128
2017
Q3
$201K Buy
2,830
+29
+1% +$2K 0.07% 136
2017
Q2
$200K Sell
2,801
-50
-2% -$3.67K 0.08% 117
2017
Q1
$219K Sell
2,851
-635
-18% -$49.3K 0.07% 143
2016
Q4
$263K Sell
3,486
-9
-0.3% -$630 0.1% 126
2016
Q3
$247K Buy
3,495
+28
+0.8% +$2K 0.1% 128
2016
Q2
$264K Hold
3,467
0.11% 120
2016
Q1
$239K Sell
3,467
-39
-1% -$2.55K 0.11% 117
2015
Q4
$238K Sell
3,506
-70
-2% -$4.54K 0.13% 107
2015
Q3
$215K Buy
3,576
+2,580
+259% +$176K 0.13% 109
2015
Q2
$73K Buy
996
+596
+149% +$47.8K 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 +$26.6K 0.02% 171

Other funds holding MMP