KFS
MMP

Kaizen Financial Strategies’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
-7,801
Closed -$499K 127
2023
Q2
$499K Sell
7,801
-35
-0.4% -$2.24K 0.43% 41
2023
Q1
$425K Buy
7,836
+138
+2% +$7.49K 0.42% 47
2022
Q4
$407K Sell
7,698
-71
-0.9% -$3.75K 0.4% 57
2022
Q3
$369K Sell
7,769
-1
-0% -$47 0.37% 65
2022
Q2
$371K Buy
7,770
+257
+3% +$12.3K 0.37% 68
2022
Q1
$369K Sell
7,513
-2,359
-24% -$116K 0.29% 81
2021
Q4
$458K Sell
9,872
-1,510
-13% -$70.1K 0.34% 76
2021
Q3
$519K Buy
+11,382
New +$519K 0.42% 65
2021
Q1
$473K Buy
10,919
+258
+2% +$11.2K 0.45% 67
2020
Q4
$452K Buy
+10,661
New +$452K 0.5% 58