RWA
MMP
RGT 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-800
| Closed | -$37K | – | 343 |
|
|
2021
Q4 | $37K | Buy |
+800
| New | +$37K | 0.01% | 155 |
|
|
2021
Q1 | – | Sell |
-5,740
| Closed | -$244K | – | 73 |
|
|
2020
Q4 | $244K | Buy |
+5,740
| New | +$244K | 0.05% | 58 |
|
|
2018
Q4 | – | Sell |
-4,438
| Closed | -$301K | – | 40 |
|
|
2018
Q3 | $301K | Sell |
4,438
-3,200
| -42% | -$217K | 1.02% | 28 |
|
|
2018
Q2 | $528K | Buy |
7,638
+155
| +2% | +$10.7K | 1.7% | 13 |
|
|
2018
Q1 | $437K | Buy |
7,483
+300
| +4% | +$17.5K | 0.21% | 46 |
|
|
2017
Q4 | $510K | Hold |
7,183
| – | – | 0.27% | 40 |
|
|
2017
Q3 | $510K | Hold |
7,183
| – | – | 0.34% | 34 |
|
|
2017
Q2 | $512K | Sell |
7,183
-281
| -4% | -$20K | 0.35% | 33 |
|
|
2017
Q1 | $574K | Sell |
7,464
-568
| -7% | -$43.7K | 0.39% | 34 |
|
|
2016
Q4 | $607K | Sell |
8,032
-484
| -6% | -$36.6K | 0.34% | 40 |
|
|
2016
Q3 | $602K | Buy |
+8,516
| New | +$602K | 0.37% | 40 |
|