IWA
MMP
IBEX 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-41,997
| Closed | -$2.64M | – | 118 |
|
|
2019
Q4 | $2.64M | Sell |
41,997
-225
| -0.5% | -$14.1K | 0.81% | 53 |
|
|
2019
Q3 | $2.8M | Buy |
42,222
+915
| +2% | +$60.6K | 0.93% | 49 |
|
|
2019
Q2 | $2.64M | Buy |
41,307
+633
| +2% | +$40.5K | 0.76% | 47 |
|
|
2019
Q1 | $2.47M | Buy |
40,674
+4,708
| +13% | +$285K | 0.86% | 50 |
|
|
2018
Q4 | $2.05M | Buy |
35,966
+228
| +0.6% | +$13K | 0.94% | 39 |
|
|
2018
Q3 | $2.45M | Sell |
35,738
-5,699
| -14% | -$391K | 0.88% | 51 |
|
|
2018
Q2 | $2.39M | Hold |
41,437
| – | – | 0.96% | 49 |
|
|
2018
Q1 | $2.39M | Buy |
+41,437
| New | +$2.39M | 0.97% | 48 |
|
|
2017
Q4 | – | Sell |
-41,875
| Closed | -$2.95M | – | 148 |
|
|
2017
Q3 | $2.95M | Sell |
41,875
-538
| -1% | -$37.9K | 1.09% | 36 |
|
|
2017
Q2 | $2.95M | Buy |
+42,413
| New | +$2.95M | 1.16% | 34 |
|
|
2017
Q1 | – | Sell |
-34,236
| Closed | -$2.56M | – | 414 |
|
|
2016
Q4 | $2.56M | Buy |
+34,236
| New | +$2.56M | 1.22% | 30 |
|