LWS
Lucia Wealth Services’s Marathon Petroleum MPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-9,603
| Closed | -$537K | – | 171 |
|
|
2019
Q2 | $537K | Sell |
9,603
-24,070
| -71% | -$1.35M | 0.18% | 82 |
|
|
2019
Q1 | $2.02M | Buy |
33,673
+11,456
| +52% | +$686K | 0.69% | 33 |
|
|
2018
Q4 | $1.31M | Sell |
22,217
-12,060
| -35% | -$712K | 0.62% | 41 |
|
|
2018
Q3 | $2.74M | Sell |
34,277
-5,382
| -14% | -$430K | 0.85% | 30 |
|
|
2018
Q2 | $2.78M | Buy |
+39,659
| New | +$2.78M | 1.22% | 19 |
|