MWA
MMP
Meridian Wealth Advisors’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 |
-6,144
| Closed | -$383K | – | 190 |
|
|
2023
Q2 | $383K | Hold |
6,144
| – | – | 0.09% | 129 |
|
|
2023
Q1 | $333K | Hold |
6,144
| – | – | 0.08% | 139 |
|
|
2022
Q4 | $308K | Hold |
6,144
| – | – | 0.08% | 151 |
|
|
2022
Q3 | $292K | Sell |
6,144
-750
| -11% | -$35.6K | 0.08% | 150 |
|
|
2022
Q2 | $329K | Hold |
6,894
| – | – | 0.09% | 146 |
|
|
2022
Q1 | $338K | Buy |
6,894
+2,500
| +57% | +$123K | 0.08% | 154 |
|
|
2021
Q4 | $204K | Hold |
4,394
| – | – | 0.05% | 192 |
|
|
2021
Q3 | $200K | Sell |
4,394
-794
| -15% | -$36.1K | 0.06% | 187 |
|
|
2021
Q2 | $254K | Hold |
5,188
| – | – | 0.07% | 170 |
|
|
2021
Q1 | $225K | Hold |
5,188
| – | – | 0.07% | 167 |
|
|
2020
Q4 | $220K | Buy |
+5,188
| New | +$220K | 0.08% | 162 |
|
|
2020
Q3 | – | Sell |
-5,188
| Closed | -$224K | – | 177 |
|
|
2020
Q2 | $224K | Buy |
+5,188
| New | +$224K | 0.1% | 151 |
|
|
2020
Q1 | – | Sell |
-5,588
| Closed | -$351K | – | 176 |
|
|
2019
Q4 | $351K | Hold |
5,588
| – | – | 0.14% | 116 |
|
|
2019
Q3 | $370K | Buy |
+5,588
| New | +$370K | 0.16% | 108 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 87 |
|
|
2019
Q1 | – | Sell |
-5,588
| Closed | -$319K | – | 84 |
|
|
2018
Q4 | $319K | Buy |
+5,588
| New | +$319K | 0.24% | 84 |
|