CWS
Confluence Wealth Services’s Martin Midstream Partners MMLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $138K | Buy |
+46,712
| New | +$138K | 0.01% | 355 |
|
|
2022
Q3 | – | Sell |
-66,741
| Closed | -$272K | – | 251 |
|
|
2022
Q2 | $272K | Sell |
66,741
-1,209
| -2% | -$4.93K | 0.12% | 211 |
|
|
2022
Q1 | $285K | Buy |
67,950
+87
| +0.1% | +$365 | 0.1% | 196 |
|
|
2021
Q4 | $180K | Buy |
+67,863
| New | +$180K | 0.06% | 238 |
|