Integrated Wealth Management’s Magellan Midstream Partners, L.P. MMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-700
| Closed | -$50K | – | 1083 |
|
|
2016
Q3 | $50K | Hold |
700
| – | – | 0.02% | 412 |
|
|
2016
Q2 | $53K | Hold |
700
| – | – | 0.02% | 394 |
|
|
2016
Q1 | $48K | Hold |
700
| – | – | 0.02% | 394 |
|
|
2015
Q4 | $48K | Sell |
700
-100
| -13% | -$6.86K | 0.02% | 399 |
|
|
2015
Q3 | $48K | Hold |
800
| – | – | 0.02% | 391 |
|
|
2015
Q2 | $59K | Hold |
800
| – | – | 0.02% | 364 |
|
|
2015
Q1 | $61K | Buy |
+800
| New | +$61K | 0.03% | 355 |
|