BCWM
MMP
Bartlett & Co 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,274
| Closed | -$195K | – | 932 |
|
|
2021
Q3 | $195K | Hold |
4,274
| – | – | ﹤0.01% | 338 |
|
|
2021
Q2 | $209K | Hold |
4,274
| – | – | ﹤0.01% | 328 |
|
|
2021
Q1 | $185K | Sell |
4,274
-91
| -2% | -$3.95K | ﹤0.01% | 335 |
|
|
2020
Q4 | $185K | Buy |
4,365
+91
| +2% | +$3.86K | ﹤0.01% | 336 |
|
|
2020
Q3 | $146K | Sell |
4,274
-340
| -7% | -$11.6K | ﹤0.01% | 335 |
|
|
2020
Q2 | $199K | Hold |
4,614
| – | – | 0.01% | 310 |
|
|
2020
Q1 | $168K | Sell |
4,614
-2,250
| -33% | -$82.1K | 0.01% | 308 |
|
|
2019
Q4 | $432K | Sell |
6,864
-991
| -13% | -$62.3K | 0.01% | 269 |
|
|
2019
Q3 | $521K | Sell |
7,855
-1,153
| -13% | -$76.4K | 0.01% | 249 |
|
|
2019
Q2 | $577K | Buy |
9,008
+8
| +0.1% | +$512 | 0.02% | 194 |
|
|
2019
Q1 | $546K | Buy |
9,000
+8
| +0.1% | +$485 | 0.02% | 196 |
|
|
2018
Q4 | $513K | Buy |
8,992
+7
| +0.1% | +$399 | 0.02% | 195 |
|
|
2018
Q3 | $608K | Buy |
8,985
+806
| +10% | +$54.6K | 0.02% | 193 |
|
|
2018
Q2 | $565K | Buy |
8,179
+6
| +0.1% | +$414 | 0.02% | 195 |
|
|
2018
Q1 | $477K | Buy |
+8,173
| New | +$477K | 0.02% | 200 |
|