Beaumont Financial Advisors’s Magellan Midstream Partners, L.P. MMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-4,614
| Closed | -$306K | – | 300 |
|
|
2019
Q3 | $306K | Buy |
4,614
+800
| +21% | +$53.1K | 0.03% | 217 |
|
|
2019
Q2 | $244K | Sell |
3,814
-1,170
| -23% | -$74.9K | 0.03% | 215 |
|
|
2019
Q1 | $302K | Hold |
4,984
| – | – | 0.03% | 186 |
|
|
2018
Q4 | $284K | Hold |
4,984
| – | – | 0.05% | 160 |
|
|
2018
Q3 | $338K | Buy |
4,984
+75
| +2% | +$5.09K | 0.03% | 175 |
|
|
2018
Q2 | $339K | Buy |
4,909
+583
| +13% | +$40.3K | 0.04% | 157 |
|
|
2018
Q1 | $252K | Buy |
+4,326
| New | +$252K | 0.03% | 182 |
|