Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-167
| Closed | -$8K | – | 2067 |
|
|
2022
Q2 | $8K | Hold |
167
| – | – | ﹤0.01% | 1356 |
|
|
2022
Q1 | $8K | Hold |
167
| – | – | ﹤0.01% | 1470 |
|
|
2021
Q4 | $8K | Hold |
167
| – | – | ﹤0.01% | 1584 |
|
|
2021
Q3 | $8K | Hold |
167
| – | – | ﹤0.01% | 1579 |
|
|
2021
Q2 | $8K | Hold |
167
| – | – | ﹤0.01% | 1535 |
|
|
2021
Q1 | $7K | Sell |
167
-2,500
| -94% | -$105K | ﹤0.01% | 1486 |
|
|
2020
Q4 | $113K | Sell |
2,667
-675
| -20% | -$28.6K | 0.03% | 469 |
|
|
2020
Q3 | $114K | Sell |
3,342
-825
| -20% | -$28.1K | 0.04% | 367 |
|
|
2020
Q2 | $180K | Sell |
4,167
-5,416
| -57% | -$234K | 0.07% | 251 |
|
|
2020
Q1 | $350K | Sell |
9,583
-114
| -1% | -$4.16K | 0.16% | 141 |
|
|
2019
Q4 | $610K | Buy |
9,697
+2,618
| +37% | +$165K | 0.23% | 89 |
|
|
2019
Q3 | $469K | Sell |
7,079
-178
| -2% | -$11.8K | 0.21% | 94 |
|
|
2019
Q2 | $465K | Buy |
7,257
+137
| +2% | +$8.78K | 0.2% | 88 |
|
|
2019
Q1 | $432K | Buy |
7,120
+95
| +1% | +$5.76K | 0.22% | 78 |
|
|
2018
Q4 | $401K | Buy |
7,025
+184
| +3% | +$10.5K | 0.26% | 62 |
|
|
2018
Q3 | $463K | Buy |
6,841
+3,195
| +88% | +$216K | 0.28% | 57 |
|
|
2018
Q2 | $252K | Sell |
3,646
-3,485
| -49% | -$241K | 0.27% | 62 |
|
|
2018
Q1 | $411K | Sell |
7,131
-1,502
| -17% | -$86.6K | 0.3% | 70 |
|
|
2017
Q4 | $624K | Sell |
8,633
-358
| -4% | -$25.9K | 0.47% | 43 |
|
|
2017
Q3 | $634K | Buy |
8,991
+1,910
| +27% | +$135K | 0.57% | 29 |
|
|
2017
Q2 | $492K | Buy |
7,081
+350
| +5% | +$24.3K | 0.51% | 36 |
|
|
2017
Q1 | $516K | Sell |
6,731
-131
| -2% | -$10K | 0.54% | 33 |
|
|
2016
Q4 | $512K | Buy |
+6,862
| New | +$512K | 0.7% | 24 |
|