ERTS Wealth Advisors’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-5,125	Closed	-$278K	–	95
2023 Q1	$278K	Sell	5,125 -250	-5%	-$13.2K	0.07%	78
2022 Q4	$270K	Hold	5,375	–	–	0.07%	83
2022 Q3	$255K	Hold	5,375	–	–	0.07%	76
2022 Q2	$257K	Buy	5,375 +785	+17%	+$39.2K	0.07%	76
2022 Q1	$225K	Hold	4,590	–	–	0.06%	84
2021 Q4	$212K	Hold	4,590	–	–	0.05%	83
2021 Q3	$209K	Hold	4,590	–	–	0.05%	81
2021 Q2	$224K	Sell	4,590 -350	-7%	-$17K	0.06%	82
2021 Q1	$214K	Buy	4,940 +25	+0.5%	+$1.09K	0.06%	82
2020 Q4	$209K	Buy	+4,915	New	+$196K	0.07%	73
2020 Q3	–	Sell	-8,363	Closed	-$361K	–	78
2020 Q2	$361K	Sell	8,363 -2,952	-26%	-$125K	0.15%	59
2020 Q1	$413K	Sell	11,315 -4,301	-28%	-$231K	0.2%	54
2019 Q4	$982K	Buy	15,616 +935	+6%	+$58.2K	0.44%	23
2019 Q3	$973K	Hold	14,681	–	–	0.49%	20
2019 Q2	$940K	Buy	14,681 +355	+2%	+$22K	0.52%	26
2019 Q1	$869K	Buy	14,326 +600	+4%	+$36.3K	0.52%	26
2018 Q4	$783K	Buy	+13,726	New	+$848K	0.56%	26