Wealthspire Advisors (Maryland)’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
Q1 | – | Sell |
-4,456
| Closed | -$280K | – | 521 |
|
|
2019
Q4 | $280K | Buy |
4,456
+160
| +4% | +$10.1K | 0.02% | 394 |
|
|
2019
Q3 | $285K | Sell |
4,296
-30
| -0.7% | -$1.99K | 0.02% | 355 |
|
|
2019
Q2 | $277K | Buy |
4,326
+8
| +0.2% | +$512 | 0.02% | 369 |
|
|
2019
Q1 | $262K | Sell |
4,318
-332
| -7% | -$20.1K | 0.02% | 388 |
|
|
2018
Q4 | $265K | Sell |
4,650
-250
| -5% | -$14.2K | 0.02% | 349 |
|
|
2018
Q3 | $332K | Sell |
4,900
-233
| -5% | -$15.8K | 0.03% | 332 |
|
|
2018
Q2 | $355K | Buy |
5,133
+300
| +6% | +$20.7K | 0.03% | 314 |
|
|
2018
Q1 | $282K | Buy |
4,833
+117
| +2% | +$6.83K | 0.03% | 375 |
|
|
2017
Q4 | $335K | Sell |
4,716
-50
| -1% | -$3.55K | 0.03% | 343 |
|
|
2017
Q3 | $339K | Buy |
4,766
+926
| +24% | +$65.9K | 0.04% | 333 |
|
|
2017
Q2 | $274K | Buy |
3,840
+630
| +20% | +$45K | 0.03% | 359 |
|
|
2017
Q1 | $247K | Sell |
3,210
-766
| -19% | -$58.9K | 0.04% | 334 |
|
|
2016
Q4 | $301K | Sell |
3,976
-4
| -0.1% | -$303 | 0.05% | 274 |
|
|
2016
Q3 | $282K | Buy |
3,980
+269
| +7% | +$19.1K | 0.04% | 289 |
|
|
2016
Q2 | $282K | Hold |
3,711
| – | – | 0.05% | 270 |
|
|
2016
Q1 | $255K | Buy |
3,711
+136
| +4% | +$9.35K | 0.05% | 295 |
|
|
2015
Q4 | $243K | Buy |
+3,575
| New | +$243K | 0.05% | 307 |
|