WAAG
MMP
Wealth Alliance Advisory Group’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 |
-6,076
| Closed | -$379K | – | 188 |
|
|
2023
Q2 | $379K | Buy |
6,076
+765
| +14% | +$47.7K | 0.13% | 108 |
|
|
2023
Q1 | $288K | Sell |
5,311
-647
| -11% | -$35.1K | 0.11% | 124 |
|
|
2022
Q4 | $299K | Buy |
5,958
+1,133
| +23% | +$56.9K | 0.11% | 118 |
|
|
2022
Q3 | $229K | Hold |
4,825
| – | – | 0.1% | 125 |
|
|
2022
Q2 | $230K | Hold |
4,825
| – | – | 0.11% | 122 |
|
|
2022
Q1 | $237K | Hold |
4,825
| – | – | 0.1% | 131 |
|
|
2021
Q4 | $224K | Hold |
4,825
| – | – | 0.1% | 143 |
|
|
2021
Q3 | $220K | Hold |
4,825
| – | – | 0.11% | 130 |
|
|
2021
Q2 | $236K | Hold |
4,825
| – | – | 0.11% | 128 |
|
|
2021
Q1 | $209K | Hold |
4,825
| – | – | 0.11% | 138 |
|
|
2020
Q4 | $205K | Buy |
+4,825
| New | +$205K | 0.11% | 137 |
|
|
2020
Q1 | – | Sell |
-4,575
| Closed | -$288K | – | 139 |
|
|
2019
Q4 | $288K | Buy |
4,575
+1,000
| +28% | +$63K | 0.16% | 94 |
|
|
2019
Q3 | $235K | Hold |
3,575
| – | – | 0.15% | 107 |
|
|
2019
Q2 | $236K | Hold |
3,575
| – | – | 0.15% | 104 |
|
|
2019
Q1 | $217K | Hold |
3,575
| – | – | 0.14% | 112 |
|
|
2018
Q4 | $204K | Buy |
3,575
+500
| +16% | +$28.5K | 0.15% | 107 |
|
|
2018
Q3 | $208K | Hold |
3,075
| – | – | 0.11% | 130 |
|
|
2018
Q2 | $212K | Buy |
+3,075
| New | +$212K | 0.12% | 118 |
|
|
2018
Q1 | – | Sell |
-3,075
| Closed | -$218K | – | 127 |
|
|
2017
Q4 | $218K | Buy |
+3,075
| New | +$218K | 0.2% | 81 |
|