SWP
MMP
Strategic Wealth Partners’s Magellan Midstream Partners, L.P. MMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,047
| Closed | -$68 | – | 536 |
|
|
2019
Q3 | $68 | Hold |
1,047
| – | – | ﹤0.01% | 287 |
|
|
2019
Q2 | $67K | Sell |
1,047
-222
| -17% | -$14.2K | 0.03% | 204 |
|
|
2019
Q1 | $77K | Sell |
1,269
-509
| -29% | -$30.9K | 0.04% | 200 |
|
|
2018
Q4 | $112K | Sell |
1,778
-2,835
| -61% | -$179K | 0.06% | 161 |
|
|
2018
Q3 | $312K | Sell |
4,613
-426
| -8% | -$28.8K | 0.17% | 110 |
|
|
2018
Q2 | $348K | Sell |
5,039
-3,818
| -43% | -$264K | 0.2% | 109 |
|
|
2018
Q1 | $517K | Sell |
8,857
-5,064
| -36% | -$296K | 0.27% | 110 |
|
|
2017
Q4 | $947K | Buy |
+13,921
| New | +$947K | 0.53% | 66 |
|