AWM
AllSquare Wealth Management’s Marathon Petroleum MPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-443
| Closed | -$27K | – | 469 |
|
|
2019
Q4 | $27K | Sell |
443
-264
| -37% | -$16.1K | 0.02% | 239 |
|
|
2019
Q3 | $43K | Buy |
707
+87
| +14% | +$5.29K | 0.03% | 204 |
|
|
2019
Q2 | $35K | Buy |
620
+93
| +18% | +$5.25K | 0.03% | 221 |
|
|
2019
Q1 | $32K | Buy |
+527
| New | +$32K | 0.02% | 233 |
|
|
2016
Q1 | – | Sell |
-400
| Closed | -$21K | – | 316 |
|
|
2015
Q4 | $21K | Hold |
400
| – | – | 0.02% | 169 |
|
|
2015
Q3 | $19K | Hold |
400
| – | – | 0.02% | 172 |
|
|
2015
Q2 | $21K | Buy |
400
+200
| +100% | +$10.5K | 0.02% | 173 |
|
|
2015
Q1 | $20K | Buy |
+200
| New | +$20K | 0.02% | 172 |
|