Private Wealth Partners’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-5,469	Closed	-$341K	–	171
2023 Q2	$341K	Hold	5,469	–	–	0.03%	116
2023 Q1	$297K	Buy	+5,469	New	+$290K	0.03%	125
2021 Q1	–	Sell	-5,469	Closed	-$232K	–	122
2020 Q4	$232K	Sell	5,469 -700	-11%	-$27.9K	0.03%	108
2020 Q3	$211K	Hold	6,169	–	–	0.02%	102
2020 Q2	$266K	Hold	6,169	–	–	0.04%	93
2020 Q1	$225K	Hold	6,169	–	–	0.04%	106
2019 Q4	$388K	Hold	6,169	–	–	0.05%	97
2019 Q3	$409K	Hold	6,169	–	–	0.06%	86
2019 Q2	$395K	Buy	6,169 +1,889	+44%	+$117K	0.06%	95
2019 Q1	$259K	Buy	+4,280	New	+$259K	0.04%	109
2014 Q1	–	Sell	-3,930	Closed	-$247K	–	176
2013 Q4	$247K	Hold	3,930	–	–	0.06%	159
2013 Q3	$222K	Hold	3,930	–	–	0.05%	158
2013 Q2	$214K	Buy	+3,930	New	+$206K	0.05%	163