B. Riley Wealth Advisors’s Magellan Midstream Partners, L.P. MMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-91,962
| Closed | -$5.73M | – | 1652 |
|
|
2023
Q2 | $5.73M | Sell |
91,962
-4,774
| -5% | -$298K | 0.13% | 166 |
|
|
2023
Q1 | $5.25M | Sell |
96,736
-1,096
| -1% | -$59.5K | 0.14% | 162 |
|
|
2022
Q4 | $4.91M | Sell |
97,832
-4,091
| -4% | -$205K | 0.14% | 168 |
|
|
2022
Q3 | $4.84M | Buy |
101,923
+76,501
| +301% | +$3.64M | 0.15% | 156 |
|
|
2022
Q2 | $1.22M | Buy |
25,422
+803
| +3% | +$38.4K | 0.05% | 351 |
|
|
2022
Q1 | $1.21M | Sell |
24,619
-1,178
| -5% | -$57.9K | 0.04% | 425 |
|
|
2021
Q4 | $1.2M | Buy |
25,797
+387
| +2% | +$18K | 0.03% | 476 |
|
|
2021
Q3 | $1.16M | Buy |
25,410
+3,241
| +15% | +$148K | 0.04% | 473 |
|
|
2021
Q2 | $1.09M | Sell |
22,169
-4,940
| -18% | -$242K | 0.04% | 489 |
|
|
2021
Q1 | $1.18M | Buy |
+27,109
| New | +$1.18M | 0.04% | 435 |
|
|
2020
Q1 | – | Sell |
-4,448
| Closed | -$280K | – | 918 |
|
|
2019
Q4 | $280K | Sell |
4,448
-1,184
| -21% | -$74.5K | 0.02% | 625 |
|
|
2019
Q3 | $374K | Sell |
5,632
-47
| -0.8% | -$3.12K | 0.04% | 511 |
|
|
2019
Q2 | $364K | Buy |
5,679
+720
| +15% | +$46.1K | 0.04% | 491 |
|
|
2019
Q1 | $302K | Sell |
4,959
-3,743
| -43% | -$228K | 0.04% | 493 |
|
|
2018
Q4 | $497K | Sell |
8,702
-2,128
| -20% | -$122K | 0.07% | 301 |
|
|
2018
Q3 | $734K | Sell |
10,830
-724
| -6% | -$49.1K | 0.09% | 240 |
|
|
2018
Q2 | $799K | Sell |
11,554
-2,547
| -18% | -$176K | 0.11% | 210 |
|
|
2018
Q1 | $824K | Sell |
14,101
-919
| -6% | -$53.7K | 0.12% | 196 |
|
|
2017
Q4 | $1.07M | Buy |
15,020
+495
| +3% | +$35.2K | 0.14% | 170 |
|
|
2017
Q3 | $1.03M | Buy |
+14,525
| New | +$1.03M | 0.17% | 141 |
|
|
2017
Q1 | – | Sell |
-3,255
| Closed | -$247K | – | 569 |
|
|
2016
Q4 | $247K | Sell |
3,255
-1,596
| -33% | -$121K | 0.05% | 394 |
|
|
2016
Q3 | $344K | Buy |
4,851
+103
| +2% | +$7.3K | 0.07% | 365 |
|
|
2016
Q2 | $362K | Sell |
4,748
-81
| -2% | -$6.18K | 0.07% | 344 |
|
|
2016
Q1 | $332K | Buy |
4,829
+473
| +11% | +$32.5K | 0.08% | 324 |
|
|
2015
Q4 | $297K | Sell |
4,356
-430
| -9% | -$29.3K | 0.06% | 364 |
|
|
2015
Q3 | $289K | Sell |
4,786
-4,242
| -47% | -$256K | 0.07% | 366 |
|
|
2015
Q2 | $663K | Sell |
9,028
-2,116
| -19% | -$155K | 0.16% | 172 |
|
|
2015
Q1 | $855K | Buy |
11,144
+25
| +0.2% | +$1.92K | 0.21% | 128 |
|
|
2014
Q4 | $919 | Buy |
11,119
+2,567
| +30% | +$212 | 0.02% | 776 |
|
|
2014
Q3 | $720K | Sell |
8,552
-4,159
| -33% | -$350K | 0.19% | 144 |
|
|
2014
Q2 | $534K | Buy |
12,711
+8,092
| +175% | +$340K | 0.13% | 186 |
|
|
2014
Q1 | $322K | Buy |
4,619
+2,139
| +86% | +$149K | 0.1% | 247 |
|
|
2013
Q4 | $157K | Hold |
2,480
| – | – | 0.05% | 420 |
|
|
2013
Q3 | $140K | Sell |
2,480
-200
| -7% | -$11.3K | 0.05% | 451 |
|
|
2013
Q2 | $146K | Buy |
+2,680
| New | +$146K | 0.05% | 442 |
|