MSFP
MMP
Mark Sheptoff Financial Planning’s Magellan Midstream Partners, L.P. MMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | +$11.7K | 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% | -$72 | 0.02% | 195 |
|
|
2017
Q1 | $38K | Buy |
501
+1
| +0.2% | +$76 | 0.03% | 191 |
|
|
2016
Q4 | $38K | Hold |
500
| – | – | 0.03% | 191 |
|
|
2016
Q3 | $35K | Sell |
500
-200
| -29% | -$14K | 0.03% | 192 |
|
|
2016
Q2 | $53K | Hold |
700
| – | – | 0.04% | 156 |
|
|
2016
Q1 | $48K | Sell |
700
-200
| -22% | -$13.7K | 0.04% | 157 |
|
|
2015
Q4 | $61K | Sell |
900
-22,040
| -96% | -$1.49M | 0.05% | 155 |
|
|
2015
Q3 | $1.38M | Sell |
22,940
-1,796
| -7% | -$108K | 1.21% | 24 |
|
|
2015
Q2 | $1.82M | Buy |
24,736
+453
| +2% | +$33.2K | 1.47% | 18 |
|
|
2015
Q1 | $1.86M | Buy |
24,283
+1,803
| +8% | +$138K | 1.55% | 17 |
|
|
2014
Q4 | $1.86M | Buy |
22,480
+802
| +4% | +$66.3K | 1.64% | 15 |
|
|
2014
Q3 | $1.83M | Buy |
21,678
+1,650
| +8% | +$139K | 1.61% | 15 |
|
|
2014
Q2 | $1.68M | Buy |
20,028
+701
| +4% | +$58.9K | 1.44% | 20 |
|
|
2014
Q1 | $1.35M | Buy |
+19,327
| New | +$1.35M | 1.19% | 26 |
|