IFWM
MMP
Institute for Wealth Management’s Magellan Midstream Partners, L.P. MMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-4,041
| Closed | -$259K | – | 476 |
|
|
2019
Q2 | $259K | Hold |
4,041
| – | – | 0.06% | 382 |
|
|
2019
Q1 | $245K | Buy |
+4,041
| New | +$245K | 0.05% | 374 |
|
|
2018
Q1 | – | Sell |
-3,871
| Closed | -$274K | – | 405 |
|
|
2017
Q4 | $274K | Buy |
+3,871
| New | +$274K | 0.06% | 314 |
|
|
2017
Q3 | – | Sell |
-4,236
| Closed | -$300K | – | 401 |
|
|
2017
Q2 | $300K | Buy |
+4,236
| New | +$300K | 0.08% | 312 |
|
|
2013
Q3 | – | Sell |
-100
| Closed | -$5K | – | 125 |
|
|
2013
Q2 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 97 |
|