EWA
MMP
ERTS 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
Q2 | – | Sell |
-5,125
| Closed | -$278K | – | 95 |
|
|
2023
Q1 | $278K | Sell |
5,125
-250
| -5% | -$13.6K | 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% | +$37.5K | 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% | -$17.1K | 0.06% | 82 |
|
|
2021
Q1 | $214K | Buy |
4,940
+25
| +0.5% | +$1.08K | 0.06% | 82 |
|
|
2020
Q4 | $209K | Buy |
+4,915
| New | +$209K | 0.07% | 73 |
|
|
2020
Q3 | – | Sell |
-8,363
| Closed | -$361K | – | 78 |
|
|
2020
Q2 | $361K | Sell |
8,363
-2,952
| -26% | -$127K | 0.15% | 59 |
|
|
2020
Q1 | $413K | Sell |
11,315
-4,301
| -28% | -$157K | 0.2% | 54 |
|
|
2019
Q4 | $982K | Buy |
15,616
+935
| +6% | +$58.8K | 0.44% | 23 |
|
|
2019
Q3 | $973K | Hold |
14,681
| – | – | 0.49% | 20 |
|
|
2019
Q2 | $940K | Buy |
14,681
+355
| +2% | +$22.7K | 0.52% | 26 |
|
|
2019
Q1 | $869K | Buy |
14,326
+600
| +4% | +$36.4K | 0.52% | 26 |
|
|
2018
Q4 | $783K | Buy |
+13,726
| New | +$783K | 0.56% | 26 |
|