SWM
MMP
Selective Wealth Management’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 |
-5,925
| Closed | -$372K | – | 119 |
|
|
2023
Q2 | $372K | Buy |
+5,925
| New | +$372K | 0.19% | 66 |
|
|
2022
Q4 | $335K | Sell |
6,325
-1,050
| -14% | -$55.6K | 0.18% | 79 |
|
|
2022
Q3 | $350K | Buy |
7,375
+275
| +4% | +$13.1K | 0.15% | 84 |
|
|
2022
Q2 | $339K | Buy |
7,100
+3,000
| +73% | +$143K | 0.12% | 100 |
|
|
2022
Q1 | $201K | Buy |
+4,100
| New | +$201K | 0.07% | 134 |
|
|
2020
Q2 | – | Sell |
-540
| Closed | -$20K | – | 434 |
|
|
2020
Q1 | $20K | Buy |
+540
| New | +$20K | 0.03% | 106 |
|