SOA 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 |
-200
| Closed | -$12.5K | – | 964 |
|
|
2023
Q2 | $12.5K | Hold |
200
| – | – | ﹤0.01% | 506 |
|
|
2023
Q1 | $10.9K | Hold |
200
| – | – | ﹤0.01% | 515 |
|
|
2022
Q4 | $10K | Sell |
200
-900
| -82% | -$45.2K | ﹤0.01% | 517 |
|
|
2022
Q3 | $52K | Hold |
1,100
| – | – | 0.02% | 261 |
|
|
2022
Q2 | $52K | Hold |
1,100
| – | – | 0.02% | 259 |
|
|
2022
Q1 | $53K | Hold |
1,100
| – | – | 0.01% | 306 |
|
|
2021
Q4 | $49K | Hold |
1,100
| – | – | 0.01% | 299 |
|
|
2021
Q3 | $50K | Sell |
1,100
-300
| -21% | -$13.6K | 0.01% | 306 |
|
|
2021
Q2 | $68K | Hold |
1,400
| – | – | 0.02% | 270 |
|
|
2021
Q1 | $60K | Hold |
1,400
| – | – | 0.02% | 249 |
|
|
2020
Q4 | $57K | Buy |
+1,400
| New | +$57K | 0.02% | 247 |
|