Polaris Wealth Advisory Group’s Magellan Midstream Partners, L.P. MMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,443
| Closed | -$98K | – | 494 |
|
|
2018
Q3 | $98K | Buy |
+1,443
| New | +$98K | 0.01% | 196 |
|
|
2018
Q2 | – | Sell |
-1,443
| Closed | -$84K | – | 448 |
|
|
2018
Q1 | $84K | Sell |
1,443
-1,440
| -50% | -$83.8K | 0.01% | 183 |
|
|
2017
Q4 | $205K | Buy |
+2,883
| New | +$205K | 0.02% | 138 |
|