CWA
Clarus Wealth Advisors’s Marathon Petroleum MPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,548
| Closed | -$575K | – | 136 |
|
|
2024
Q2 | $575K | Sell |
3,548
-125
| -3% | -$20.3K | 0.31% | 71 |
|
|
2024
Q1 | $776K | Sell |
3,673
-451
| -11% | -$95.3K | 0.44% | 50 |
|
|
2023
Q4 | $626K | Buy |
+4,124
| New | +$626K | 0.37% | 59 |
|
|
2023
Q2 | $579K | Buy |
4,904
+975
| +25% | +$115K | 0.35% | 57 |
|
|
2023
Q1 | $506K | Sell |
3,929
-487
| -11% | -$62.7K | 0.32% | 65 |
|
|
2022
Q4 | $514K | Buy |
+4,416
| New | +$514K | 0.34% | 60 |
|
|
2019
Q3 | – | Sell |
-500
| Closed | -$28K | – | 408 |
|
|
2019
Q2 | $28K | Hold |
500
| – | – | 0.02% | 331 |
|
|
2019
Q1 | $30K | Hold |
500
| – | – | 0.02% | 362 |
|
|
2018
Q4 | $30K | Hold |
500
| – | – | 0.05% | 337 |
|
|
2018
Q3 | $40K | Hold |
500
| – | – | 0.03% | 328 |
|
|
2018
Q2 | $37K | Buy |
+500
| New | +$37K | 0.03% | 331 |
|