Independent Advisor Alliance’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	-9,998	Closed	-$623K	–	707
2023 Q2	$623K	Sell	9,998 -249	-2%	-$14.5K	0.03%	382
2023 Q1	$556K	Sell	10,247 -760	-7%	-$40.3K	0.03%	399
2022 Q4	$553	Buy	11,007 +79	+0.7%	+$4.01K	﹤0.01%	341
2022 Q3	$519K	Buy	10,928 +529	+5%	+$26.5K	0.03%	362
2022 Q2	$497K	Sell	10,399 -65	-0.6%	-$3.24K	0.03%	369
2022 Q1	$513K	Buy	10,464 +210	+2%	+$10.2K	0.02%	388
2021 Q4	$476K	Sell	10,254 -899	-8%	-$42.5K	0.02%	406
2021 Q3	$508K	Buy	11,153 +187	+2%	+$8.89K	0.03%	375
2021 Q2	$536K	Buy	10,966 +27	+0.2%	+$1.31K	0.03%	378
2021 Q1	$474K	Sell	10,939 -760	-6%	-$33.2K	0.03%	385
2020 Q4	$496K	Buy	11,699 +1,412	+14%	+$56.3K	0.03%	346
2020 Q3	$352K	Buy	10,287 +995	+11%	+$39.4K	0.03%	360
2020 Q2	$401K	Buy	9,292 +592	+7%	+$25K	0.04%	312
2020 Q1	$317K	Sell	8,700 -735	-8%	-$39.5K	0.05%	272
2019 Q4	$593K	Sell	9,435 -124	-1%	-$7.72K	0.03%	491
2019 Q3	$633K	Buy	9,559 +90	+1%	+$5.92K	0.08%	217
2019 Q2	$606K	Sell	9,469 -10	-0.1%	-$621	0.09%	198
2019 Q1	$575K	Buy	9,479 +3,541	+60%	+$214K	0.08%	208
2018 Q4	$339K	Sell	5,938 -23,345	-80%	-$1.44M	0.06%	267
2018 Q3	$1.65M	Buy	29,283 +2,229	+8%	+$155K	0.36%	83
2018 Q2	$1.49M	Buy	27,054 +20,816	+334%	+$1.4M	0.36%	80
2018 Q1	$359K	Buy	6,238 +472	+8%	+$31.7K	0.09%	229
2017 Q4	$417K	Buy	+5,766	New	+$393K	0.09%	201