Ropes 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
2023 Q3	–	Sell	-5,764	Closed	-$359K	–	284
2023 Q2	$359K	Sell	5,764 -51,923	-90%	-$3.24M	0.06%	208
2023 Q1	$3.13M	Hold	57,687	–	–	0.57%	44
2022 Q4	$2.9M	Hold	57,687	–	–	0.52%	44
2022 Q3	$2.74M	Hold	57,687	–	–	0.58%	43
2022 Q2	$2.76M	Sell	57,687 -200	-0.3%	-$9.55K	0.57%	46
2022 Q1	$2.84M	Buy	+57,887	New	+$2.84M	0.49%	56
2021 Q1	–	Sell	-4,000	Closed	-$170K	–	844
2020 Q4	$170K	Hold	4,000	–	–	0.03%	242
2020 Q3	$137K	Hold	4,000	–	–	0.03%	236
2020 Q2	$173K	Hold	4,000	–	–	0.04%	202
2020 Q1	$146K	Hold	4,000	–	–	0.04%	195
2019 Q4	$251K	Hold	4,000	–	–	0.05%	190
2019 Q3	$265K	Hold	4,000	–	–	0.06%	194
2019 Q2	$256K	Hold	4,000	–	–	0.05%	204
2019 Q1	$243K	Hold	4,000	–	–	0.06%	200
2018 Q4	$228K	Hold	4,000	–	–	0.07%	199
2018 Q3	$271K	Hold	4,000	–	–	0.07%	198
2018 Q2	$276K	Hold	4,000	–	–	0.07%	200
2018 Q1	$233K	Hold	4,000	–	–	0.06%	209
2017 Q4	$284K	Hold	4,000	–	–	0.07%	189
2017 Q3	$284K	Sell	4,000 -190	-5%	-$13.5K	0.08%	184
2017 Q2	$299K	Buy	4,190 +190	+5%	+$13.6K	0.08%	187
2017 Q1	$308K	Hold	4,000	–	–	0.09%	182
2016 Q4	$303K	Hold	4,000	–	–	0.1%	168
2016 Q3	$283K	Hold	4,000	–	–	0.1%	169
2016 Q2	$304K	Hold	4,000	–	–	0.11%	153
2016 Q1	$275K	Hold	4,000	–	–	0.12%	127
2015 Q4	$272K	Hold	4,000	–	–	0.12%	134
2015 Q3	$240K	Hold	4,000	–	–	0.13%	119
2015 Q2	$294K	Hold	4,000	–	–	0.16%	103
2015 Q1	$307K	Buy	+4,000	New	+$307K	0.16%	104