BWM
MMP
BerganKDV 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $143K | Sell |
2,290
-509
| -18% | -$31.7K | 0.01% | 256 |
|
2023
Q1 | $152K | Buy |
2,799
+10
| +0.4% | +$543 | 0.02% | 260 |
|
2022
Q4 | $140K | Buy |
2,789
+9
| +0.3% | +$452 | 0.02% | 272 |
|
2022
Q3 | $132K | Buy |
2,780
+10
| +0.4% | +$475 | 0.02% | 263 |
|
2022
Q2 | $132K | Buy |
2,770
+10
| +0.4% | +$477 | 0.02% | 279 |
|
2022
Q1 | $135K | Buy |
2,760
+70
| +3% | +$3.42K | 0.01% | 280 |
|
2021
Q4 | $125K | Sell |
2,690
-150
| -5% | -$6.97K | 0.01% | 308 |
|
2021
Q3 | $129K | Hold |
2,840
| – | – | 0.01% | 292 |
|
2021
Q2 | $139K | Hold |
2,840
| – | – | 0.02% | 278 |
|
2021
Q1 | $123K | Hold |
2,840
| – | – | 0.02% | 278 |
|
2020
Q4 | $121K | Hold |
2,840
| – | – | 0.02% | 262 |
|
2020
Q3 | $97K | Hold |
2,840
| – | – | 0.02% | 266 |
|
2020
Q2 | $123K | Hold |
2,840
| – | – | 0.02% | 262 |
|
2020
Q1 | $104K | Hold |
2,840
| – | – | 0.02% | 257 |
|
2019
Q4 | $179K | Buy |
+2,840
| New | +$179K | 0.03% | 231 |
|