JWM
Jacobus Wealth Management’s Marathon Petroleum MPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $147K | Hold |
2,630
| – | – | 0.04% | 187 |
|
|
2017
Q2 | $138K | Hold |
2,630
| – | – | 0.04% | 187 |
|
|
2017
Q1 | $133K | Hold |
2,630
| – | – | 0.04% | 182 |
|
|
2016
Q4 | $132K | Sell |
2,630
-2,000
| -43% | -$100K | 0.04% | 179 |
|
|
2016
Q3 | $188K | Hold |
4,630
| – | – | 0.05% | 176 |
|
|
2016
Q2 | $176K | Hold |
4,630
| – | – | 0.05% | 174 |
|
|
2016
Q1 | $172K | Hold |
4,630
| – | – | 0.05% | 210 |
|
|
2015
Q4 | $240K | Hold |
4,630
| – | – | 0.07% | 190 |
|
|
2015
Q3 | $215K | Buy |
4,630
+1,000
| +28% | +$46.4K | 0.06% | 195 |
|
|
2015
Q2 | $190K | Buy |
3,630
+1,815
| +100% | +$95K | 0.05% | 221 |
|
|
2015
Q1 | $186K | Buy |
1,815
+500
| +38% | +$51.2K | 0.05% | 221 |
|
|
2014
Q4 | $119K | Hold |
1,315
| – | – | 0.03% | 268 |
|
|
2014
Q3 | $111K | Hold |
1,315
| – | – | 0.03% | 283 |
|
|
2014
Q2 | $103K | Hold |
1,315
| – | – | 0.03% | 311 |
|
|
2014
Q1 | $114K | Hold |
1,315
| – | – | 0.03% | 284 |
|
|
2013
Q4 | $121K | Buy |
+1,315
| New | +$121K | 0.04% | 272 |
|