Heritage Trust’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 |
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|
2023
Q2 | $625K | Sell |
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|
2023
Q1 | $575K | Sell |
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|
2022
Q4 | $543K | Hold |
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|
2022
Q3 | $514K | Sell |
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|
2022
Q2 | $567K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $118K | Sell |
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|
2018
Q3 | $160K | Hold |
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|
2018
Q2 | $163K | Hold |
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|
2018
Q1 | $138K | Buy |
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|
2017
Q4 | $146K | Hold |
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|
2017
Q3 | $146K | Hold |
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|
2017
Q2 | $146K | Hold |
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|
2017
Q1 | $158K | Buy |
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