GWA
MMP
Guidant 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-600
| Closed | -$34K | – | 297 |
|
|
2018
Q4 | $34K | Sell |
600
-725
| -55% | -$41.1K | 0.02% | 147 |
|
|
2018
Q3 | $90K | Hold |
1,325
| – | – | 0.04% | 63 |
|
|
2018
Q2 | $90K | Sell |
1,325
-350
| -21% | -$23.8K | 0.04% | 62 |
|
|
2018
Q1 | $96K | Hold |
1,675
| – | – | 0.04% | 56 |
|
|
2017
Q4 | $121K | Sell |
1,675
-59
| -3% | -$4.26K | 0.05% | 51 |
|
|
2017
Q3 | $122K | Hold |
1,734
| – | – | 0.09% | 47 |
|
|
2017
Q2 | $120K | Sell |
1,734
-79
| -4% | -$5.47K | 0.06% | 78 |
|
|
2017
Q1 | $138K | Hold |
1,813
| – | – | 0.07% | 76 |
|
|
2016
Q4 | $134K | Buy |
+1,813
| New | +$134K | 0.08% | 76 |
|