EP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7,376
| Closed | -$6.68M | – | 781 |
|
|
2023
Q2 | $6.68M | Sell |
7,376
-4,852
| -40% | -$4.39M | 0.1% | 127 |
|
|
2023
Q1 | $1.29M | Buy |
12,228
+7,817
| +177% | +$822K | 0.02% | 276 |
|
|
2022
Q4 | $221K | Buy |
+4,411
| New | +$221K | ﹤0.01% | 529 |
|
|
2020
Q1 | – | Sell |
-6,088
| Closed | -$383K | – | 441 |
|
|
2019
Q4 | $383K | Buy |
+6,088
| New | +$383K | 0.02% | 304 |
|