CPA
Clear Perspective Advisors’s Marathon Petroleum MPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,356
| Closed | -$95K | – | 328 |
|
|
2018
Q2 | $95K | Hold |
1,356
| – | – | 0.07% | 194 |
|
|
2018
Q1 | $99K | Hold |
1,356
| – | – | 0.07% | 194 |
|
|
2017
Q4 | $89K | Sell |
1,356
-8,000
| -86% | -$525K | 0.07% | 195 |
|
|
2017
Q3 | $525K | Buy |
9,356
+136
| +1% | +$7.63K | 0.43% | 63 |
|
|
2017
Q2 | $482K | Buy |
9,220
+8,420
| +1,053% | +$440K | 0.41% | 68 |
|
|
2017
Q1 | $40K | Hold |
800
| – | – | 0.03% | 229 |
|
|
2016
Q4 | $40K | Buy |
+800
| New | +$40K | 0.03% | 220 |
|