AWA
Acorn Wealth Advisors’s Marathon Petroleum MPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,236
| Closed | -$201K | – | 240 |
|
|
2024
Q3 | $201K | Sell |
1,236
-263
| -18% | -$42.9K | 0.09% | 222 |
|
|
2024
Q2 | $260K | Buy |
1,499
+83
| +6% | +$14.4K | 0.13% | 165 |
|
|
2024
Q1 | $285K | Buy |
+1,416
| New | +$285K | 0.15% | 148 |
|
|
2018
Q3 | – | Sell |
-1,599
| Closed | -$113K | – | 317 |
|
|
2018
Q2 | $113K | Hold |
1,599
| – | – | 0.1% | 163 |
|
|
2018
Q1 | $123K | Sell |
1,599
-200
| -11% | -$15.4K | 0.11% | 153 |
|
|
2017
Q4 | $125K | Buy |
+1,799
| New | +$125K | 0.11% | 144 |
|