CWM
MMP
Concentric 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
Q3 | – | Sell |
-4,000
| Closed | -$249K | – | 123 |
|
|
2023
Q2 | $249K | Hold |
4,000
| – | – | 0.08% | 108 |
|
|
2023
Q1 | $217K | Sell |
4,000
-75
| -2% | -$4.07K | 0.07% | 115 |
|
|
2022
Q4 | $205K | Buy |
+4,075
| New | +$205K | 0.07% | 115 |
|
|
2020
Q1 | – | Sell |
-3,800
| Closed | -$239K | – | 127 |
|
|
2019
Q4 | $239K | Buy |
+3,800
| New | +$239K | 0.1% | 118 |
|