Global Retirement Partners’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 Q3	–	Sell	-7,002	Closed	-$436K	–	3364
2023 Q2	$436K	Buy	7,002 +335	+5%	+$19.6K	0.02%	479
2023 Q1	$366K	Buy	6,667 +4,852	+267%	+$257K	0.02%	495
2022 Q4	$91.1K	Buy	1,815 +490	+37%	+$24.9K	0.01%	844
2022 Q3	$72K	Buy	1,325 +5	+0.4%	+$251	0.01%	884
2022 Q2	$63K	Buy	1,320 +250	+23%	+$12.5K	0.01%	909
2022 Q1	$52K	Buy	+1,070	New	+$51.8K	﹤0.01%	987
2021 Q4	–	Sell	-966	Closed	-$44K	–	1952
2021 Q3	$44K	Buy	966 +150	+18%	+$7.13K	﹤0.01%	900
2021 Q2	$40K	Buy	816 +180	+28%	+$8.72K	﹤0.01%	955
2021 Q1	$28K	Buy	636 +571	+878%	+$25K	﹤0.01%	1002
2020 Q4	$3K	Hold	65	–	–	﹤0.01%	1568
2020 Q3	$2K	Sell	65 -9	-12%	-$356	﹤0.01%	1526
2020 Q2	$3K	Hold	74	–	–	﹤0.01%	1428
2020 Q1	$3K	Sell	74 -191	-72%	-$10.3K	﹤0.01%	1375
2019 Q4	$17K	Hold	265	–	–	﹤0.01%	1008
2019 Q3	$18K	Sell	265 -65	-20%	-$4.28K	﹤0.01%	944
2019 Q2	$21K	Hold	330	–	–	﹤0.01%	881
2019 Q1	$20K	Hold	330	–	–	﹤0.01%	833
2018 Q4	$19K	Hold	330	–	–	﹤0.01%	770
2018 Q3	$22K	Hold	330	–	–	0.01%	784
2018 Q2	$23K	Hold	330	–	–	0.01%	760
2018 Q1	$19K	Hold	330	–	–	0.01%	783
2017 Q4	$23K	Hold	330	–	–	0.01%	693
2017 Q3	$23K	Buy	330 +275	+500%	+$19K	0.01%	615
2017 Q2	$4K	Sell	55 -645	-92%	-$47.4K	﹤0.01%	1001
2017 Q1	$54K	Buy	+700	New	+$54.3K	0.03%	368