JWA
MMP
JFS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-400
| Closed | -$29K | – | 585 |
|
|
2015
Q2 | $29K | Hold |
400
| – | – | 0.01% | 233 |
|
|
2015
Q1 | $31K | Hold |
400
| – | – | 0.01% | 230 |
|
|
2014
Q4 | $33K | Buy |
+400
| New | +$33K | 0.01% | 233 |
|
|
2014
Q3 | – | Sell |
-344
| Closed | -$29K | – | 510 |
|
|
2014
Q2 | $29K | Buy |
+344
| New | +$29K | 0.01% | 231 |
|