Integrated Wealth Concepts’s Magellan Midstream Partners, L.P. MMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-11,022
| Closed | -$687K | – | 1645 |
|
|
2023
Q2 | $687K | Sell |
11,022
-1,105
| -9% | -$68.9K | 0.01% | 837 |
|
|
2023
Q1 | $658K | Buy |
12,127
+7,689
| +173% | +$417K | 0.01% | 766 |
|
|
2022
Q4 | $223K | Sell |
4,438
-39
| -0.9% | -$1.96K | 0.01% | 907 |
|
|
2022
Q3 | $213K | Sell |
4,477
-7,495
| -63% | -$357K | 0.01% | 845 |
|
|
2022
Q2 | $572K | Buy |
11,972
+861
| +8% | +$41.1K | 0.02% | 567 |
|
|
2022
Q1 | $545K | Buy |
11,111
+6,773
| +156% | +$332K | 0.02% | 554 |
|
|
2021
Q4 | $201K | Sell |
4,338
-441
| -9% | -$20.4K | 0.01% | 941 |
|
|
2021
Q3 | $218K | Buy |
+4,779
| New | +$218K | 0.01% | 862 |
|