BWG
Beta Wealth Group’s Marathon Petroleum MPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,702
| Closed | -$409K | – | 108 |
|
|
2023
Q3 | $409K | Buy |
2,702
+102
| +4% | +$15.4K | 0.24% | 73 |
|
|
2023
Q2 | $303K | Buy |
2,600
+1,000
| +63% | +$117K | 0.18% | 82 |
|
|
2023
Q1 | $216K | Buy |
+1,600
| New | +$216K | 0.12% | 97 |
|
|
2022
Q4 | – | Sell |
-2,600
| Closed | -$258K | – | 102 |
|
|
2022
Q3 | $258K | Buy |
+2,600
| New | +$258K | 0.19% | 76 |
|