Marcum Wealth’s Magellan Midstream Partners, L.P. MMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,811
| Closed | -$300K | – | 401 |
|
|
2023
Q2 | $300K | Sell |
4,811
-72
| -1% | -$4.49K | 0.04% | 247 |
|
|
2023
Q1 | $265K | Buy |
4,883
+107
| +2% | +$5.81K | 0.03% | 266 |
|
|
2022
Q4 | $240K | Sell |
4,776
-835
| -15% | -$41.9K | 0.03% | 278 |
|
|
2022
Q3 | $267K | Buy |
5,611
+254
| +5% | +$12.1K | 0.04% | 255 |
|
|
2022
Q2 | $256K | Buy |
5,357
+17
| +0.3% | +$812 | 0.04% | 263 |
|
|
2022
Q1 | $262K | Buy |
5,340
+457
| +9% | +$22.4K | 0.04% | 267 |
|
|
2021
Q4 | $227K | Sell |
4,883
-469
| -9% | -$21.8K | 0.03% | 304 |
|
|
2021
Q3 | $244K | Buy |
5,352
+30
| +0.6% | +$1.37K | 0.04% | 272 |
|
|
2021
Q2 | $260K | Buy |
5,322
+127
| +2% | +$6.2K | 0.04% | 240 |
|
|
2021
Q1 | $225K | Buy |
+5,195
| New | +$225K | 0.04% | 263 |
|