SMFS
MMP
Squar Milner Financial Services’s Magellan Midstream Partners, L.P. MMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-6,815
| Closed | -$294K | – | 208 |
|
|
2020
Q2 | $294K | Sell |
6,815
-960
| -12% | -$41.4K | 0.17% | 154 |
|
|
2020
Q1 | $283K | Sell |
7,775
-1,700
| -18% | -$61.9K | 0.17% | 125 |
|
|
2019
Q4 | $595K | Buy |
+9,475
| New | +$595K | 0.3% | 73 |
|
|
2019
Q3 | – | Sell |
-12,185
| Closed | -$780K | – | 770 |
|
|
2019
Q2 | $780K | Buy |
12,185
+60
| +0.5% | +$3.84K | 0.53% | 34 |
|
|
2019
Q1 | $735K | Buy |
12,125
+260
| +2% | +$15.8K | 0.54% | 33 |
|
|
2018
Q4 | $677K | Sell |
11,865
-185
| -2% | -$10.6K | 0.65% | 28 |
|
|
2018
Q3 | $816K | Sell |
12,050
-115
| -0.9% | -$7.79K | 0.73% | 23 |
|
|
2018
Q2 | $840K | Buy |
12,165
+200
| +2% | +$13.8K | 0.74% | 23 |
|
|
2018
Q1 | $698K | Sell |
11,965
-665
| -5% | -$38.8K | 0.88% | 27 |
|
|
2017
Q4 | $928K | Buy |
+12,630
| New | +$928K | 1.12% | 19 |
|