IWA
MMP

Inspirion 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
2022
Q1
Sell
-5,061
Closed -$235K 112
2021
Q4
$235K Sell
5,061
-500
-9% -$23.2K 0.05% 92
2021
Q3
$253K Hold
5,561
0.06% 82
2021
Q2
$272K Sell
5,561
-2,000
-26% -$97.8K 0.07% 77
2021
Q1
$328K Hold
7,561
0.09% 69
2020
Q4
$321K Sell
7,561
-900
-11% -$38.2K 0.09% 64
2020
Q3
$289K Sell
8,461
-2,000
-19% -$68.3K 0.1% 62
2020
Q2
$452K Sell
10,461
-50
-0.5% -$2.16K 0.18% 46
2020
Q1
$384K Sell
10,511
-1,600
-13% -$58.5K 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% -$149K 0.33% 29
2019
Q1
$876K Sell
14,445
-166
-1% -$10.1K 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% -$29.2K 0.42% 29
2017
Q4
$1.07M Sell
15,111
-3,625
-19% -$257K 0.52% 23
2017
Q3
$1.33M Hold
18,736
0.68% 23
2017
Q2
$1.34M Sell
18,736
-13,202
-41% -$941K 0.72% 22
2017
Q1
$2.46M Hold
31,938
1.39% 14
2016
Q4
$2.42M Sell
31,938
-600
-2% -$45.4K 1.53% 14
2016
Q3
$2.3M Sell
32,538
-214
-0.7% -$15.1K 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% -$99.2K 1.63% 11
2015
Q3
$2.06M Buy
34,212
+400
+1% +$24K 1.62% 12
2015
Q2
$2.48M Buy
33,812
+360
+1% +$26.4K 1.83% 12
2015
Q1
$2.57M Sell
33,452
-3,030
-8% -$232K 2.07% 13
2014
Q4
$3.02M Buy
+36,482
New +$3.02M 2.8% 11