LWMG
MMP
Levy Wealth Management Group’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 |
-4,504
| Closed | -$281K | – | 112 |
|
|
2023
Q2 | $281K | Buy |
4,504
+6
| +0.1% | +$374 | 0.08% | 92 |
|
|
2023
Q1 | $244K | Buy |
4,498
+6
| +0.1% | +$326 | 0.08% | 95 |
|
|
2022
Q4 | $226K | Buy |
4,492
+7
| +0.2% | +$351 | 0.08% | 85 |
|
|
2022
Q3 | $213K | Buy |
+4,485
| New | +$213K | 0.09% | 74 |
|
|
2022
Q2 | – | Sell |
-4,150
| Closed | -$204K | – | 80 |
|
|
2022
Q1 | $204K | Buy |
+4,150
| New | +$204K | 0.08% | 71 |
|
|
2021
Q3 | – | Sell |
-4,150
| Closed | -$203K | – | 72 |
|
|
2021
Q2 | $203K | Buy |
+4,150
| New | +$203K | 0.12% | 67 |
|