CWA
MMP
Cypress Wealth Advisors’s Magellan Midstream Partners, L.P. MMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $1.45M | Sell |
23,925
-2,165
| -8% | -$131K | 1.66% | 21 |
|
|
2018
Q4 | $1.49M | Buy |
26,090
+1,100
| +4% | +$62.8K | 2.05% | 15 |
|
|
2018
Q3 | $1.69M | Buy |
24,990
+420
| +2% | +$28.4K | 1.78% | 20 |
|
|
2018
Q2 | $1.7M | Sell |
24,570
-3,675
| -13% | -$254K | 1.84% | 19 |
|
|
2018
Q1 | $1.65M | Buy |
28,245
+750
| +3% | +$43.8K | 1.79% | 21 |
|
|
2017
Q4 | $1.95M | Buy |
+27,495
| New | +$1.95M | 1.87% | 16 |
|
|
2017
Q2 | – | Sell |
-11,620
| Closed | -$894K | – | 186 |
|
|
2017
Q1 | $894K | Sell |
11,620
-525
| -4% | -$40.4K | 0.41% | 56 |
|
|
2016
Q4 | $919K | Buy |
12,145
+50
| +0.4% | +$3.78K | 0.42% | 54 |
|
|
2016
Q3 | $856K | Sell |
12,095
-5,725
| -32% | -$405K | 0.39% | 57 |
|
|
2016
Q2 | $1.35M | Buy |
17,820
+1,525
| +9% | +$116K | 0.67% | 37 |
|
|
2016
Q1 | $1.12M | Buy |
16,295
+925
| +6% | +$63.6K | 0.51% | 42 |
|
|
2015
Q4 | $1.04M | Hold |
15,370
| – | – | 0.53% | 42 |
|
|
2015
Q3 | $924K | Hold |
15,370
| – | – | 0.5% | 45 |
|
|
2015
Q2 | $1.13M | Buy |
+15,370
| New | +$1.13M | 0.66% | 43 |
|