Summit Financial’s Magellan Midstream Partners, L.P. MMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-5,767
| Closed | -$210K | – | 48 |
|
|
2020
Q1 | $210K | Sell |
5,767
-3,798
| -40% | -$139K | 0.05% | 34 |
|
|
2019
Q4 | $601K | Buy |
9,565
+3,193
| +50% | +$201K | 0.1% | 27 |
|
|
2019
Q3 | $210K | Sell |
6,372
-4,622
| -42% | -$153K | 0.04% | 25 |
|
|
2019
Q2 | $704K | Sell |
10,994
-537
| -5% | -$34.4K | 0.12% | 26 |
|
|
2019
Q1 | $699K | Sell |
11,531
-188
| -2% | -$11.4K | 0.12% | 28 |
|
|
2018
Q4 | $669K | Buy |
+11,719
| New | +$669K | 0.13% | 26 |
|