KMG Fiduciary Partners’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 |
-3,550
| Closed | -$221K | – | 230 |
|
|
2023
Q2 | $221K | Sell |
3,550
-763
| -18% | -$47.6K | 0.03% | 219 |
|
|
2023
Q1 | $234K | Sell |
4,313
-707
| -14% | -$38.4K | 0.03% | 214 |
|
|
2022
Q4 | $252K | Buy |
5,020
+165
| +3% | +$8.29K | 0.04% | 210 |
|
|
2022
Q3 | $231K | Buy |
+4,855
| New | +$231K | 0.04% | 180 |
|
|
2021
Q4 | – | Sell |
-4,740
| Closed | -$216K | – | 212 |
|
|
2021
Q3 | $216K | Sell |
4,740
-411
| -8% | -$18.7K | 0.04% | 189 |
|
|
2021
Q2 | $252K | Hold |
5,151
| – | – | 0.04% | 181 |
|
|
2021
Q1 | $223K | Sell |
5,151
-289
| -5% | -$12.5K | 0.04% | 165 |
|
|
2020
Q4 | $234K | Buy |
+5,440
| New | +$234K | 0.05% | 153 |
|