GKWIM
MMP
Gerber Kawasaki Wealth & Investment Management’s Magellan Midstream Partners, L.P. MMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-3,925
| Closed | -$229K | – | 124 |
|
|
2018
Q1 | $229K | Sell |
3,925
-5,390
| -58% | -$314K | 0.07% | 102 |
|
|
2017
Q4 | $660K | Sell |
9,315
-1,217
| -12% | -$86.2K | 0.23% | 61 |
|
|
2017
Q3 | $742K | Sell |
10,532
-5,399
| -34% | -$380K | 0.27% | 60 |
|
|
2017
Q2 | $1.11M | Buy |
15,931
+380
| +2% | +$26.4K | 0.42% | 48 |
|
|
2017
Q1 | $1.19M | Buy |
15,551
+6,871
| +79% | +$526K | 0.51% | 43 |
|
|
2016
Q4 | $656K | Buy |
+8,680
| New | +$656K | 0.35% | 55 |
|