CRWM
MMP
Castle Rock 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,645
| Closed | -$391K | – | 197 |
|
|
2019
Q4 | $391K | Buy |
6,645
+390
| +6% | +$22.9K | 0.35% | 107 |
|
|
2019
Q3 | $378K | Hold |
6,255
| – | – | 0.39% | 96 |
|
|
2019
Q2 | $401K | Buy |
+6,255
| New | +$401K | 0.45% | 87 |
|
|
2018
Q4 | – | Sell |
-6,255
| Closed | -$391K | – | 112 |
|
|
2018
Q3 | $391K | Sell |
6,255
-1,040
| -14% | -$65K | 0.62% | 58 |
|
|
2018
Q2 | $504K | Hold |
7,295
| – | – | 0.69% | 49 |
|
|
2018
Q1 | $426K | Hold |
7,295
| – | – | 0.7% | 47 |
|
|
2017
Q4 | $518K | Buy |
+7,295
| New | +$518K | 1.01% | 34 |
|