AWM
Avitas Wealth Management’s Marathon Petroleum MPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-85,429
| Closed | -$5.16M | – | 198 |
|
|
2021
Q2 | $5.16M | Buy |
+85,429
| New | +$5.16M | 0.92% | 29 |
|
|
2019
Q2 | – | Sell |
-59,378
| Closed | -$3.55M | – | 174 |
|
|
2019
Q1 | $3.55M | Buy |
59,378
+977
| +2% | +$58.5K | 1.03% | 31 |
|
|
2018
Q4 | $3.45M | Buy |
+58,401
| New | +$3.45M | 1.13% | 25 |
|