PWA
MMP
Phoenix 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,400
| Closed | -$64K | – | 370 |
|
|
2021
Q3 | $64K | Hold |
1,400
| – | – | 0.05% | 177 |
|
|
2021
Q2 | $68K | Hold |
1,400
| – | – | 0.05% | 169 |
|
|
2021
Q1 | $62K | Buy |
1,400
+400
| +40% | +$17.7K | 0.05% | 174 |
|
|
2020
Q4 | $42K | Buy |
+1,000
| New | +$42K | 0.03% | 202 |
|