Concert Wealth Management’s Marathon Petroleum MPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-15,197
| Closed | -$764K | – | 328 |
|
|
2017
Q1 | $764K | Sell |
15,197
-196
| -1% | -$9.85K | 0.17% | 173 |
|
|
2016
Q4 | $774K | Sell |
15,393
-1,841
| -11% | -$92.6K | 0.17% | 177 |
|
|
2016
Q3 | $697K | Sell |
17,234
-558
| -3% | -$22.6K | 0.08% | 299 |
|
|
2016
Q2 | $677K | Sell |
17,792
-1,096
| -6% | -$41.7K | 0.09% | 277 |
|
|
2016
Q1 | $700K | Buy |
18,888
+587
| +3% | +$21.8K | 0.09% | 270 |
|
|
2015
Q4 | $946K | Sell |
18,301
-14
| -0.1% | -$724 | 0.13% | 205 |
|
|
2015
Q3 | $846K | Sell |
18,315
-220
| -1% | -$10.2K | 0.11% | 229 |
|
|
2015
Q2 | $966K | Sell |
18,535
-1,179
| -6% | -$61.4K | 0.12% | 210 |
|
|
2015
Q1 | $838K | Sell |
19,714
-1,454
| -7% | -$61.8K | 0.24% | 114 |
|
|
2014
Q4 | $959K | Buy |
21,168
+5,590
| +36% | +$253K | 0.15% | 184 |
|
|
2014
Q3 | $656K | Sell |
15,578
-336
| -2% | -$14.1K | 0.09% | 211 |
|
|
2014
Q2 | $589K | Sell |
15,914
-298
| -2% | -$11K | 0.07% | 242 |
|
|
2014
Q1 | $713K | Sell |
16,212
-1,762
| -10% | -$77.5K | 0.09% | 201 |
|
|
2013
Q4 | $825K | Buy |
17,974
+422
| +2% | +$19.4K | 0.11% | 169 |
|
|
2013
Q3 | $564K | Buy |
17,552
+536
| +3% | +$17.2K | 0.08% | 231 |
|
|
2013
Q2 | $605K | Buy |
+17,016
| New | +$605K | 0.09% | 185 |
|