CWP
MMP
Concord Wealth Partners’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 |
-805
| Closed | -$50.2K | – | 1084 |
|
|
2023
Q2 | $50.2K | Sell |
805
-144
| -15% | -$8.97K | 0.01% | 366 |
|
|
2023
Q1 | $51.5K | Sell |
949
-35
| -4% | -$1.9K | 0.01% | 345 |
|
|
2022
Q4 | $49.4K | Buy |
+984
| New | +$49.4K | 0.01% | 377 |
|
|
2022
Q3 | – | Sell |
-1,128
| Closed | -$54K | – | 1253 |
|
|
2022
Q2 | $54K | Hold |
1,128
| – | – | 0.01% | 360 |
|
|
2022
Q1 | $55K | Hold |
1,128
| – | – | 0.01% | 416 |
|
|
2021
Q4 | $52K | Sell |
1,128
-21
| -2% | -$968 | 0.01% | 447 |
|
|
2021
Q3 | $52K | Sell |
1,149
-55
| -5% | -$2.49K | 0.02% | 217 |
|
|
2021
Q2 | $59K | Sell |
1,204
-133
| -10% | -$6.52K | 0.02% | 328 |
|
|
2021
Q1 | $58K | Sell |
1,337
-370
| -22% | -$16.1K | 0.02% | 311 |
|
|
2020
Q4 | $72K | Buy |
+1,707
| New | +$72K | 0.06% | 165 |
|