IWA
IBEX Wealth Advisors’s Marathon Petroleum MPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-80,694
| Closed | -$9.39M | – | 299 |
|
|
2024
Q1 | $9.39M | Buy |
+80,694
| New | +$9.39M | 2.55% | 9 |
|
|
2023
Q1 | $7.89M | Sell |
58,500
-22,194
| -28% | -$2.99M | 2.05% | 13 |
|
|
2022
Q4 | $9.39M | Sell |
80,694
-1,191
| -1% | -$139K | 2.12% | 9 |
|
|
2022
Q3 | $8.13M | Buy |
81,885
+6,258
| +8% | +$622K | 2.11% | 12 |
|
|
2022
Q2 | $6.22M | Sell |
75,627
-1,850
| -2% | -$152K | 1.43% | 23 |
|
|
2022
Q1 | $6.62M | Buy |
77,477
+71,566
| +1,211% | +$6.12M | 1.27% | 25 |
|
|
2021
Q4 | $378K | Buy |
5,911
+583
| +11% | +$37.3K | 0.07% | 138 |
|
|
2021
Q3 | $329K | Buy |
5,328
+1,044
| +24% | +$64.5K | 0.06% | 141 |
|
|
2021
Q2 | $259K | Buy |
+4,284
| New | +$259K | 0.05% | 152 |
|