CWA
Cypress Wealth Advisors’s MPLX MPLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $1.68M | Sell |
51,200
-16,700
| -25% | -$549K | 1.93% | 18 |
|
|
2018
Q4 | $2.06M | Buy |
67,900
+8,250
| +14% | +$250K | 2.83% | 10 |
|
|
2018
Q3 | $2.07M | Buy |
59,650
+28,700
| +93% | +$995K | 2.18% | 14 |
|
|
2018
Q2 | $1.06M | Buy |
30,950
+3,500
| +13% | +$120K | 1.14% | 32 |
|
|
2018
Q1 | $907K | Buy |
27,450
+700
| +3% | +$23.1K | 0.98% | 37 |
|
|
2017
Q4 | $949K | Buy |
+26,750
| New | +$949K | 0.91% | 38 |
|
|
2017
Q2 | – | Sell |
-12,725
| Closed | -$459K | – | 140 |
|
|
2017
Q1 | $459K | Sell |
12,725
-550
| -4% | -$19.8K | 0.21% | 102 |
|
|
2016
Q4 | $460K | Hold |
13,275
| – | – | 0.21% | 99 |
|
|
2016
Q3 | $449K | Buy |
13,275
+4,100
| +45% | +$139K | 0.2% | 103 |
|
|
2016
Q2 | $309K | Buy |
9,175
+925
| +11% | +$31.2K | 0.15% | 130 |
|
|
2016
Q1 | $245K | Buy |
8,250
+100
| +1% | +$2.97K | 0.11% | 156 |
|
|
2015
Q4 | $321K | Sell |
8,150
-300
| -4% | -$11.8K | 0.16% | 116 |
|
|
2015
Q3 | $323K | Hold |
8,450
| – | – | 0.17% | 118 |
|
|
2015
Q2 | $603K | Buy |
+8,450
| New | +$603K | 0.35% | 71 |
|