Surevest’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$741K Sell
2022
Q2
$803K Hold
2022
Q1
$825K Hold
2021
Q4
$781K Hold
2021
Q3
$767K Hold
2021
Q2
$823K Buy
2021
Q1
$537K Hold
2020
Q4
$525K Hold
2020
Q3
$423K Hold
2020
Q2
$534K Sell
2020
Q1
$529K Buy
2019
Q4
$910K Buy
2019
Q3
$958K Buy
2019
Q2
$890K Buy
2019
Q1
$308K Buy