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 |
|