EverSource Wealth Advisors’s Magellan Midstream Partners, L.P. MMP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-691
| Closed | -$43.1K | – | 2707 |
|
2023
Q2 | $43.1K | Hold |
691
| – | – | ﹤0.01% | 894 |
|
2023
Q1 | $37.5K | Hold |
691
| – | – | ﹤0.01% | 887 |
|
2022
Q4 | $34.7K | Buy |
691
+241
| +54% | +$12.1K | 0.01% | 895 |
|
2022
Q3 | $21K | Hold |
450
| – | – | ﹤0.01% | 895 |
|
2022
Q2 | $21K | Hold |
450
| – | – | 0.01% | 821 |
|
2022
Q1 | $22K | Hold |
450
| – | – | 0.01% | 675 |
|
2021
Q4 | $21K | Buy |
+450
| New | +$21K | 0.01% | 670 |
|