Principle Wealth Partners’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 |
-5,095
| Closed | -$318K | – | 334 |
|
|
2023
Q2 | $318K | Sell |
5,095
-7,440
| -59% | -$464K | 0.03% | 255 |
|
|
2023
Q1 | $680K | Sell |
12,535
-5,600
| -31% | -$304K | 0.07% | 168 |
|
|
2022
Q4 | $911K | Sell |
18,135
-2,165
| -11% | -$109K | 0.1% | 140 |
|
|
2022
Q3 | $964 | Sell |
20,300
-1,035
| -5% | -$49 | 0.09% | 122 |
|
|
2022
Q2 | $1.02M | Hold |
21,335
| – | – | 0.12% | 132 |
|
|
2022
Q1 | $1.05M | Hold |
21,335
| – | – | 0.11% | 132 |
|
|
2021
Q4 | $991K | Sell |
21,335
-1,010
| -5% | -$46.9K | 0.1% | 140 |
|
|
2021
Q3 | $1.02M | Sell |
22,345
-1,094
| -5% | -$49.8K | 0.12% | 127 |
|
|
2021
Q2 | $1.15M | Sell |
23,439
-835
| -3% | -$40.8K | 0.13% | 121 |
|
|
2021
Q1 | $1.05M | Buy |
24,274
+51
| +0.2% | +$2.21K | 0.12% | 123 |
|
|
2020
Q4 | $1.03M | Buy |
+24,223
| New | +$1.03M | 0.14% | 119 |
|
|
2020
Q3 | – | Sell |
-1,010
| Closed | -$44K | – | 458 |
|
|
2020
Q2 | $44K | Buy |
+1,010
| New | +$44K | 0.01% | 290 |
|