Mark Sheptoff Financial Planning’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-500	Closed	-$31K	–	388
2019 Q4	$31K	Hold	500	–	–	0.02%	184
2019 Q3	$33K	Sell	500 -200	-29%	-$13.2K	0.02%	177
2019 Q2	$45K	Hold	700	–	–	0.03%	165
2019 Q1	$42K	Hold	700	–	–	0.03%	162
2018 Q4	$40K	Hold	700	–	–	0.03%	147
2018 Q3	$47K	Hold	700	–	–	0.03%	166
2018 Q2	$48K	Hold	700	–	–	0.04%	160
2018 Q1	$41K	Buy	700 +200	+40%	+$13.4K	0.03%	173
2017 Q4	$35K	Hold	500	–	–	0.02%	199
2017 Q3	$36K	Hold	500	–	–	0.02%	200
2017 Q2	$36K	Sell	500 -1	-0.2%	-$73	0.02%	195
2017 Q1	$38K	Buy	501 +1	+0.2%	+$78	0.03%	191
2016 Q4	$38K	Hold	500	–	–	0.03%	191
2016 Q3	$35K	Sell	500 -200	-29%	-$14.3K	0.03%	192
2016 Q2	$53K	Hold	700	–	–	0.04%	156
2016 Q1	$48K	Sell	700 -200	-22%	-$13.1K	0.04%	157
2015 Q4	$61K	Sell	900 -22,040	-96%	-$1.43M	0.05%	155
2015 Q3	$1.38M	Sell	22,940 -1,796	-7%	-$123K	1.21%	24
2015 Q2	$1.81M	Buy	24,736 +453	+2%	+$36.4K	1.47%	18
2015 Q1	$1.86M	Buy	24,283 +1,803	+8%	+$144K	1.55%	17
2014 Q4	$1.86M	Buy	22,480 +802	+4%	+$65.5K	1.64%	15
2014 Q3	$1.82M	Buy	21,678 +1,650	+8%	+$137K	1.61%	15
2014 Q2	$1.68M	Buy	20,028 +701	+4%	+$54.9K	1.44%	20
2014 Q1	$1.35M	Buy	+19,327	New	+$1.29M	1.19%	26