SWMP
MMP
Signature Wealth Management Partners’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 |
-5,784
| Closed | -$360K | – | 103 |
|
|
2023
Q2 | $360K | Sell |
5,784
-1,404
| -20% | -$87.5K | 0.33% | 65 |
|
|
2023
Q1 | $390K | Buy |
7,188
+135
| +2% | +$7.33K | 0.36% | 63 |
|
|
2022
Q4 | $354K | Buy |
7,053
+135
| +2% | +$6.78K | 0.35% | 67 |
|
|
2022
Q3 | $329K | Sell |
6,918
-865
| -11% | -$41.1K | 0.36% | 66 |
|
|
2022
Q2 | $372K | Buy |
7,783
+139
| +2% | +$6.64K | 0.38% | 68 |
|
|
2022
Q1 | $375K | Buy |
7,644
+139
| +2% | +$6.82K | 0.32% | 71 |
|
|
2021
Q4 | $349K | Buy |
7,505
+2,778
| +59% | +$129K | 0.3% | 74 |
|
|
2021
Q3 | $215K | Buy |
4,727
+75
| +2% | +$3.41K | 0.19% | 102 |
|
|
2021
Q2 | $228K | Buy |
+4,652
| New | +$228K | 0.21% | 97 |
|