LWM
Lyons Wealth Management’s Marathon Petroleum MPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-9,535
| Closed | -$763K | – | 40 |
|
|
2018
Q3 | $763K | Sell |
9,535
-1,739
| -15% | -$139K | 1.51% | 29 |
|
|
2018
Q2 | $792K | Buy |
+11,274
| New | +$792K | 1.13% | 25 |
|
|
2016
Q2 | – | Sell |
-14,915
| Closed | -$555K | – | 52 |
|
|
2016
Q1 | $555K | Sell |
14,915
-3,289
| -18% | -$122K | 0.8% | 29 |
|
|
2015
Q4 | $945K | Buy |
18,204
+1,221
| +7% | +$63.4K | 1.21% | 17 |
|
|
2015
Q3 | $788K | Buy |
+16,983
| New | +$788K | 1.01% | 26 |
|
|
2015
Q2 | – | Sell |
-11,667
| Closed | -$1.2M | – | 65 |
|
|
2015
Q1 | $1.2M | Buy |
+11,667
| New | +$1.2M | 1.3% | 11 |
|
|
2014
Q1 | – | Sell |
-7,596
| Closed | -$698K | – | 72 |
|
|
2013
Q4 | $698K | Buy |
7,596
+3,235
| +74% | +$297K | 0.66% | 15 |
|
|
2013
Q3 | $281K | Buy |
+4,361
| New | +$281K | 0.25% | 40 |
|