Creative Planning’s Martin Midstream Partners MMLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-19,600
| Closed | -$201K | – | 1889 |
|
|
2018
Q4 | $201K | Buy |
+19,600
| New | +$201K | ﹤0.01% | 1485 |
|
|
2017
Q3 | – | Sell |
-5,893
| Closed | -$104K | – | 2909 |
|
|
2017
Q2 | $104K | Buy |
5,893
+1,490
| +34% | +$26.3K | ﹤0.01% | 1955 |
|
|
2017
Q1 | $88K | Sell |
4,403
-2,532
| -37% | -$50.6K | ﹤0.01% | 2024 |
|
|
2016
Q4 | $128K | Buy |
6,935
+3,507
| +102% | +$64.7K | ﹤0.01% | 1681 |
|
|
2016
Q3 | $69K | Buy |
3,428
+1,115
| +48% | +$22.4K | ﹤0.01% | 2103 |
|
|
2016
Q2 | $53K | Sell |
2,313
-4,986
| -68% | -$114K | ﹤0.01% | 2090 |
|
|
2016
Q1 | $147K | Buy |
7,299
+20
| +0.3% | +$403 | ﹤0.01% | 1385 |
|
|
2015
Q4 | $158K | Sell |
7,279
-2,270
| -24% | -$49.3K | ﹤0.01% | 1344 |
|
|
2015
Q3 | $233K | Buy |
+9,549
| New | +$233K | ﹤0.01% | 1103 |
|
|
2015
Q2 | – | Sell |
-6,183
| Closed | -$219K | – | 2156 |
|
|
2015
Q1 | $219K | Sell |
6,183
-2,160
| -26% | -$76.5K | ﹤0.01% | 1142 |
|
|
2014
Q4 | $224K | Buy |
8,343
+5,900
| +242% | +$158K | ﹤0.01% | 1062 |
|
|
2014
Q3 | $91K | Buy |
2,443
+334
| +16% | +$12.4K | ﹤0.01% | 1529 |
|
|
2014
Q2 | $87K | Sell |
2,109
-2,702
| -56% | -$111K | ﹤0.01% | 1514 |
|
|
2014
Q1 | $207K | Sell |
4,811
-1,250
| -21% | -$53.8K | ﹤0.01% | 980 |
|
|
2013
Q4 | $259K | Buy |
6,061
+3,002
| +98% | +$128K | ﹤0.01% | 742 |
|
|
2013
Q3 | $144K | Buy |
3,059
+2,700
| +752% | +$127K | ﹤0.01% | 911 |
|
|
2013
Q2 | $16K | Buy |
+359
| New | +$16K | ﹤0.01% | 2055 |
|