Carson Wealth (CWM LLC)’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
2023 Q3	–	Sell	-9,572	Closed	-$597K	–	4646
2023 Q2	$597K	Sell	9,572 -4,708	-33%	-$275K	﹤0.01%	883
2023 Q1	$775K	Sell	14,280 -318	-2%	-$16.9K	0.01%	739
2022 Q4	$733K	Buy	14,598 +3,913	+37%	+$199K	0.01%	696
2022 Q3	$508K	Sell	10,685 -10,254	-49%	-$515K	﹤0.01%	745
2022 Q2	$1M	Sell	20,939 -2,235	-10%	-$112K	0.01%	565
2022 Q1	$1.14M	Buy	23,174 +1,293	+6%	+$62.6K	0.01%	534
2021 Q4	$1.02M	Buy	+21,881	New	+$1.03M	0.01%	573
2021 Q2	$889K	Hold	18,173	–	–	0.01%	583
2021 Q1	$889K	Hold	18,173	–	–	0.01%	583
2020 Q4	$889K	Hold	18,173	–	–	0.01%	583
2020 Q3	$889K	Hold	18,173	–	–	0.01%	583
2020 Q2	$889K	Hold	18,173	–	–	0.01%	583
2020 Q1	$889K	Hold	18,173	–	–	0.01%	583
2019 Q4	$889K	Hold	18,173	–	–	0.01%	583
2019 Q3	$889K	Hold	18,173	–	–	0.01%	583
2019 Q2	$889K	Hold	18,173	–	–	0.01%	583
2019 Q1	$889K	Buy	18,173 +17,900	+6,557%	+$1.08M	0.01%	583
2018 Q4	$16K	Hold	273	–	–	﹤0.01%	1207
2018 Q3	$18K	Buy	273 +123	+82%	+$8.54K	﹤0.01%	985
2018 Q2	$10K	Hold	150	–	–	﹤0.01%	1015
2018 Q1	$9K	Hold	150	–	–	﹤0.01%	879
2017 Q4	$11K	Sell	150 -86	-36%	-$5.86K	﹤0.01%	871
2017 Q3	$17K	Sell	236 -64	-21%	-$4.42K	﹤0.01%	759
2017 Q2	$21K	Sell	300 -62	-17%	-$4.55K	﹤0.01%	626
2017 Q1	$28K	Buy	362 +62	+21%	+$4.81K	﹤0.01%	552
2016 Q4	$23K	Sell	300 -3,274	-92%	-$229K	﹤0.01%	566
2016 Q3	$253K	Buy	3,574 +3,274	+1,091%	+$234K	0.02%	242
2016 Q2	$23K	Buy	+300	New	+$21.3K	﹤0.01%	457