AWM
Avior Wealth Management’s MPLX MPLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-397
| Closed | -$19K | – | 1726 |
|
|
2024
Q4 | $19K | Hold |
397
| – | – | ﹤0.01% | 1425 |
|
|
2024
Q3 | $17.7K | Buy |
+397
| New | +$17.7K | ﹤0.01% | 1400 |
|
|
2020
Q4 | – | Sell |
-22,891
| Closed | -$360K | – | 1057 |
|
|
2020
Q3 | $360K | Sell |
22,891
-1,985
| -8% | -$31.2K | 0.05% | 303 |
|
|
2020
Q2 | $429K | Buy |
24,876
+2,238
| +10% | +$38.6K | 0.07% | 260 |
|
|
2020
Q1 | $263K | Hold |
22,638
| – | – | 0.05% | 291 |
|
|
2019
Q4 | $576K | Buy |
22,638
+2,994
| +15% | +$76.2K | 0.09% | 211 |
|
|
2019
Q3 | $550K | Buy |
19,644
+5,630
| +40% | +$158K | 0.1% | 200 |
|
|
2019
Q2 | $451K | Hold |
14,014
| – | – | 0.08% | 226 |
|
|
2019
Q1 | $460K | Sell |
14,014
-877
| -6% | -$28.8K | 0.1% | 209 |
|
|
2018
Q4 | $451K | Hold |
14,891
| – | – | 0.11% | 179 |
|
|
2018
Q3 | $516K | Hold |
14,891
| – | – | 0.11% | 180 |
|
|
2018
Q2 | $508K | Buy |
14,891
+494
| +3% | +$16.9K | 0.11% | 167 |
|
|
2018
Q1 | $476K | Buy |
14,397
+858
| +6% | +$28.4K | 0.11% | 172 |
|
|
2017
Q4 | $480K | Buy |
13,539
+12,797
| +1,725% | +$454K | 0.11% | 178 |
|
|
2017
Q3 | $26K | Buy |
742
+90
| +14% | +$3.15K | 0.01% | 262 |
|
|
2017
Q2 | $22K | Hold |
652
| – | – | 0.01% | 247 |
|
|
2017
Q1 | $24K | Hold |
652
| – | – | 0.01% | 281 |
|
|
2016
Q4 | $23K | Sell |
652
-41
| -6% | -$1.45K | 0.01% | 276 |
|
|
2016
Q3 | $23K | Hold |
693
| – | – | 0.01% | 283 |
|
|
2016
Q2 | $23K | Sell |
693
-78
| -10% | -$2.59K | 0.01% | 271 |
|
|
2016
Q1 | $23K | Buy |
771
+203
| +36% | +$6.06K | 0.01% | 270 |
|
|
2015
Q4 | $22K | Buy |
568
+427
| +303% | +$16.5K | 0.01% | 241 |
|
|
2015
Q3 | $5K | Sell |
141
-43
| -23% | -$1.53K | ﹤0.01% | 323 |
|
|
2015
Q2 | $13K | Buy |
+184
| New | +$13K | 0.01% | 248 |
|