Concert Wealth Management’s Magellan Midstream Partners, L.P. MMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-4,008
| Closed | -$305K | – | 458 |
|
|
2017
Q1 | $305K | Hold |
4,008
| – | – | 0.07% | 347 |
|
|
2016
Q4 | $305K | Sell |
4,008
-1,406
| -26% | -$107K | 0.07% | 351 |
|
|
2016
Q3 | $383K | Buy |
5,414
+344
| +7% | +$24.3K | 0.05% | 433 |
|
|
2016
Q2 | $386K | Buy |
5,070
+5
| +0.1% | +$381 | 0.05% | 398 |
|
|
2016
Q1 | $349K | Sell |
5,065
-62
| -1% | -$4.27K | 0.05% | 425 |
|
|
2015
Q4 | $348K | Buy |
5,127
+1,401
| +38% | +$95.1K | 0.05% | 437 |
|
|
2015
Q3 | $225K | Buy |
3,726
+108
| +3% | +$6.52K | 0.03% | 577 |
|
|
2015
Q2 | $266K | Buy |
+3,618
| New | +$266K | 0.03% | 548 |
|
|
2015
Q1 | – | Sell |
-3,741
| Closed | -$309K | – | 642 |
|
|
2014
Q4 | $309K | Buy |
3,741
+846
| +29% | +$69.9K | 0.05% | 451 |
|
|
2014
Q3 | $245K | Buy |
2,895
+12
| +0.4% | +$1.02K | 0.03% | 437 |
|
|
2014
Q2 | $240K | Sell |
2,883
-1
| -0% | -$83 | 0.03% | 474 |
|
|
2014
Q1 | $200K | Buy |
+2,884
| New | +$200K | 0.03% | 516 |
|