Sheets Smith Wealth Management’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Sheets Smith Wealth Management’s Portfolio MMP Stock Details MMP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-30,700	Closed	-$1.91M	–	502
2023 Q2	$1.91M	Sell	30,700 -100	-0.3%	-$5.84K	0.28%	89
2023 Q1	$1.67M	Hold	30,800	–	–	0.26%	90
2022 Q4	$1.55M	Buy	30,800 +125	+0.4%	+$6.34K	0.24%	97
2022 Q3	$1.46M	Buy	30,675 +6,200	+25%	+$311K	0.24%	96
2022 Q2	$1.17M	Sell	24,475 -5,700	-19%	-$284K	0.19%	111
2022 Q1	$1.48M	Sell	30,175 -1,840	-6%	-$89K	0.2%	108
2021 Q4	$1.49M	Hold	32,015	–	–	0.18%	120
2021 Q3	$1.46M	Sell	32,015 -80	-0.2%	-$3.8K	0.2%	119
2021 Q2	$1.57M	Buy	32,095 +40	+0.1%	+$1.94K	0.21%	113
2021 Q1	$1.39M	Sell	32,055 -190	-0.6%	-$8.31K	0.2%	116
2020 Q4	$1.37M	Hold	32,245	–	–	0.21%	114
2020 Q3	$1.1M	Hold	32,245	–	–	0.19%	110
2020 Q2	$1.39M	Hold	32,245	–	–	0.28%	86
2020 Q1	$1.18M	Hold	32,245	–	–	0.25%	99
2019 Q4	$2.03M	Sell	32,245 -435	-1%	-$27.1K	0.39%	67
2019 Q3	$2.17M	Sell	32,680 -6,600	-17%	-$435K	0.45%	56
2019 Q2	$2.51M	Hold	39,280	–	–	0.52%	54
2019 Q1	$2.38M	Sell	39,280 -320	-0.8%	-$19.3K	0.52%	53
2018 Q4	$2.26M	Buy	39,600 +1,650	+4%	+$102K	0.61%	49
2018 Q3	$2.57M	Sell	37,950 -500	-1%	-$34.7K	0.53%	51
2018 Q2	$2.66M	Sell	38,450 -1,100	-3%	-$73.9K	0.62%	45
2018 Q1	$2.31M	Sell	39,550 -200	-0.5%	-$13.4K	0.55%	46
2017 Q4	$2.82M	Sell	39,750 -2,225	-5%	-$152K	0.66%	39
2017 Q3	$2.98M	Buy	41,975 +1,200	+3%	+$82.8K	0.75%	32
2017 Q2	$2.91M	Hold	40,775	–	–	0.77%	31
2017 Q1	$3.14M	Sell	40,775 -3,250	-7%	-$252K	0.83%	25
2016 Q4	$3.33M	Buy	44,025 +1,000	+2%	+$70K	0.93%	25
2016 Q3	$3.04M	Buy	43,025 +1,125	+3%	+$80.2K	0.86%	26
2016 Q2	$3.18M	Buy	41,900 +1,050	+3%	+$74.5K	0.93%	22
2016 Q1	$2.81M	Sell	40,850 -1,100	-3%	-$71.9K	0.86%	26
2015 Q4	$2.85M	Sell	41,950 -175	-0.4%	-$11.3K	0.86%	27
2015 Q3	$2.53M	Buy	42,125 +750	+2%	+$51.2K	0.86%	34
2015 Q2	$3.04M	Sell	41,375 -3,900	-9%	-$313K	0.83%	28
2015 Q1	$3.47M	Hold	45,275	–	–	0.96%	24
2014 Q4	$3.74M	Hold	45,275	–	–	0.98%	25
2014 Q3	$3.81M	Hold	45,275	–	–	1.04%	24
2014 Q2	$3.81M	Hold	45,275	–	–	1.02%	23
2014 Q1	$3.16M	Hold	45,275	–	–	0.88%	28
2013 Q4	$2.87M	Hold	45,275	–	–	0.79%	35
2013 Q3	$2.56M	Hold	45,275	–	–	0.83%	34
2013 Q2	$2.47M	Buy	+45,275	New	+$2.38M	0.84%	36