Inspirion Wealth Advisors’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
2022
Q1
Sell
-5,061
Closed -$235K 112
2021
Q4
$235K Sell
5,061
-500
-9% -$23.6K 0.05% 92
2021
Q3
$253K Hold
5,561
0.06% 82
2021
Q2
$272K Sell
5,561
-2,000
-26% -$96.9K 0.07% 77
2021
Q1
$328K Hold
7,561
0.09% 69
2020
Q4
$321K Sell
7,561
-900
-11% -$35.9K 0.09% 64
2020
Q3
$289K Sell
8,461
-2,000
-19% -$79.2K 0.1% 62
2020
Q2
$452K Sell
10,461
-50
-0.5% -$2.11K 0.18% 46
2020
Q1
$384K Sell
10,511
-1,600
-13% -$85.9K 0.19% 44
2019
Q4
$761K Hold
12,111
0.26% 33
2019
Q3
$803K Hold
12,111
0.35% 28
2019
Q2
$775K Sell
12,111
-2,334
-16% -$145K 0.33% 29
2019
Q1
$876K Sell
14,445
-166
-1% -$10K 0.39% 27
2018
Q4
$834K Hold
14,611
0.42% 26
2018
Q3
$989K Hold
14,611
0.42% 27
2018
Q2
$1.01M Hold
14,611
0.48% 26
2018
Q1
$853K Sell
14,611
-500
-3% -$33.6K 0.42% 29
2017
Q4
$1.07M Sell
15,111
-3,625
-19% -$247K 0.52% 23
2017
Q3
$1.33M Hold
18,736
0.68% 23
2017
Q2
$1.33M Sell
18,736
-13,202
-41% -$970K 0.72% 22
2017
Q1
$2.46M Hold
31,938
1.39% 14
2016
Q4
$2.42M Sell
31,938
-600
-2% -$42K 1.53% 14
2016
Q3
$2.3M Sell
32,538
-214
-0.7% -$15.3K 1.49% 14
2016
Q2
$2.49M Hold
32,752
1.63% 13
2016
Q1
$2.25M Hold
32,752
1.58% 12
2015
Q4
$2.23M Sell
32,752
-1,460
-4% -$94.6K 1.63% 11
2015
Q3
$2.06M Buy
34,212
+400
+1% +$27.3K 1.62% 12
2015
Q2
$2.48M Buy
33,812
+360
+1% +$28.9K 1.83% 12
2015
Q1
$2.57M Sell
33,452
-3,030
-8% -$242K 2.07% 13
2014
Q4
$3.02M Buy
+36,482
New +$2.98M 2.8% 11

Other funds holding MMP