Alera Investment Advisors’s Marathon Petroleum MPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $263K | Sell |
1,614
-131
| -8% | -$21.3K | 0.03% | 225 |
|
|
2024
Q2 | $303K | Buy |
1,745
+409
| +31% | +$71K | 0.04% | 191 |
|
|
2024
Q1 | $269K | Buy |
+1,336
| New | +$269K | 0.04% | 142 |
|
|
2019
Q2 | – | Sell |
-614
| Closed | -$37K | – | 647 |
|
|
2019
Q1 | $37K | Buy |
614
+129
| +27% | +$7.77K | 0.02% | 198 |
|
|
2018
Q4 | $29K | Buy |
+485
| New | +$29K | 0.02% | 232 |
|