FA
MMP
Fortis Advisors’s Magellan Midstream Partners, L.P. MMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-13,092
| Closed | -$823K | – | 405 |
|
|
2019
Q4 | $823K | Hold |
13,092
| – | – | 0.5% | 32 |
|
|
2019
Q3 | $868K | Hold |
13,092
| – | – | 0.41% | 30 |
|
|
2019
Q2 | $838K | Sell |
13,092
-557
| -4% | -$35.7K | 0.41% | 32 |
|
|
2019
Q1 | $828K | Sell |
13,649
-300
| -2% | -$18.2K | 0.43% | 31 |
|
|
2018
Q4 | $796K | Hold |
13,949
| – | – | 0.48% | 28 |
|
|
2018
Q3 | $945K | Hold |
13,949
| – | – | 0.53% | 27 |
|
|
2018
Q2 | $964K | Hold |
13,949
| – | – | 0.55% | 27 |
|
|
2018
Q1 | $814K | Hold |
13,949
| – | – | 0.45% | 28 |
|
|
2017
Q4 | $990K | Hold |
13,949
| – | – | 0.61% | 19 |
|
|
2017
Q3 | $991K | Sell |
13,949
-1,200
| -8% | -$85.3K | 0.69% | 19 |
|
|
2017
Q2 | $1.08M | Hold |
15,149
| – | – | 0.84% | 15 |
|
|
2017
Q1 | $1.17M | Buy |
15,149
+12,383
| +448% | +$952K | 1.06% | 14 |
|
|
2016
Q4 | $209K | Buy |
+2,766
| New | +$209K | 0.22% | 36 |
|