NWM
NEIRG Wealth Management’s Marathon Petroleum MPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,421
| Closed | -$515K | – | 70 |
|
|
2023
Q2 | $515K | Buy |
4,421
+475
| +12% | +$55.4K | 0.1% | 98 |
|
|
2023
Q1 | $532K | Sell |
3,946
-1,100
| -22% | -$148K | 0.09% | 101 |
|
|
2022
Q4 | $587K | Buy |
5,046
+1,184
| +31% | +$138K | 0.11% | 102 |
|
|
2022
Q3 | $384K | Sell |
3,862
-46
| -1% | -$4.57K | 0.08% | 111 |
|
|
2022
Q2 | $321K | Buy |
3,908
+1,157
| +42% | +$95K | 0.07% | 119 |
|
|
2022
Q1 | $235K | Buy |
+2,751
| New | +$235K | 0.05% | 122 |
|