IWP
MMP
Icon Wealth Partners’s Magellan Midstream Partners, L.P. MMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-66,900
| Closed | -$4.17M | – | 427 |
|
|
2023
Q2 | $4.17M | Sell |
66,900
-4,832
| -7% | -$301K | 0.44% | 49 |
|
|
2023
Q1 | $3.89M | Buy |
+71,732
| New | +$3.89M | 0.42% | 57 |
|
|
2022
Q2 | $3.38M | Sell |
70,750
-1,640
| -2% | -$78.3K | 0.4% | 65 |
|
|
2022
Q1 | $3.55M | Buy |
72,390
+3,423
| +5% | +$168K | 0.35% | 74 |
|
|
2021
Q4 | $3.2M | Sell |
68,967
-3,756
| -5% | -$174K | 0.32% | 80 |
|
|
2021
Q3 | $3.32M | Hold |
72,723
| – | – | 0.35% | 77 |
|
|
2021
Q2 | $3.56M | Sell |
72,723
-2,579
| -3% | -$126K | 0.38% | 73 |
|
|
2021
Q1 | $3.27M | Buy |
75,302
+8,515
| +13% | +$369K | 0.41% | 71 |
|
|
2020
Q4 | $2.83M | Buy |
66,787
+714
| +1% | +$30.3K | 0.45% | 61 |
|
|
2020
Q3 | $2.26M | Sell |
66,073
-2,902
| -4% | -$99.3K | 0.44% | 62 |
|
|
2020
Q2 | $2.98M | Buy |
68,975
+1,199
| +2% | +$51.8K | 0.72% | 28 |
|
|
2020
Q1 | $2.47M | Buy |
67,776
+1,080
| +2% | +$39.4K | 0.98% | 20 |
|
|
2019
Q4 | $4.19M | Sell |
66,696
-5,805
| -8% | -$365K | 1.33% | 17 |
|
|
2019
Q3 | $4.81M | Sell |
72,501
-1,835
| -2% | -$122K | 1.64% | 12 |
|
|
2019
Q2 | $4.76M | Buy |
74,336
+581
| +0.8% | +$37.2K | 1.68% | 12 |
|
|
2019
Q1 | $4.47M | Buy |
73,755
+1,394
| +2% | +$84.5K | 1.67% | 9 |
|
|
2018
Q4 | $4.13M | Sell |
72,361
-1,769
| -2% | -$101K | 1.99% | 9 |
|
|
2018
Q3 | $5.02M | Buy |
74,130
+746
| +1% | +$50.5K | 2.09% | 7 |
|
|
2018
Q2 | $5.07M | Buy |
73,384
+2,333
| +3% | +$161K | 2.13% | 7 |
|
|
2018
Q1 | $4.15M | Buy |
71,051
+187
| +0.3% | +$10.9K | 2.22% | 6 |
|
|
2017
Q4 | $5.03M | Buy |
+70,864
| New | +$5.03M | 2.49% | 4 |
|