Heritage Wealth Advisors’s Marathon Petroleum MPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-80
| Closed | -$4.95K | – | 548 |
|
|
2021
Q3 | $4.95K | Hold |
80
| – | – | ﹤0.01% | 474 |
|
|
2021
Q2 | $4.83K | Sell |
80
-1,484
| -95% | -$89.7K | ﹤0.01% | 483 |
|
|
2021
Q1 | $83.7K | Hold |
1,564
| – | – | 0.01% | 279 |
|
|
2020
Q4 | $65K | Buy |
1,564
+1,479
| +1,740% | +$61.5K | ﹤0.01% | 298 |
|
|
2020
Q3 | $2.49K | Buy |
+85
| New | +$2.49K | ﹤0.01% | 445 |
|
|
2020
Q2 | – | Sell |
-34
| Closed | -$803 | – | 447 |
|
|
2020
Q1 | $803 | Sell |
34
-1,161
| -97% | -$27.4K | ﹤0.01% | 430 |
|
|
2019
Q4 | $72K | Buy |
1,195
+661
| +124% | +$39.8K | 0.01% | 270 |
|
|
2019
Q3 | $32K | Hold |
534
| – | – | ﹤0.01% | 316 |
|
|
2019
Q2 | $29.8K | Hold |
534
| – | – | ﹤0.01% | 303 |
|
|
2019
Q1 | $32K | Hold |
534
| – | – | 0.01% | 259 |
|
|
2018
Q4 | $31K | Hold |
534
| – | – | 0.01% | 230 |
|
|
2018
Q3 | $42K | Buy |
+534
| New | +$42K | 0.01% | 209 |
|