Optimum Investment Advisors’s Marathon Petroleum MPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,188
| Closed | -$35K | – | 909 |
|
|
2020
Q3 | $35K | Hold |
1,188
| – | – | 0.01% | 506 |
|
|
2020
Q2 | $44K | Buy |
1,188
+126
| +12% | +$4.67K | 0.02% | 461 |
|
|
2020
Q1 | $25K | Sell |
1,062
-126
| -11% | -$2.97K | 0.01% | 532 |
|
|
2019
Q4 | $72K | Sell |
1,188
-100
| -8% | -$6.06K | 0.02% | 452 |
|
|
2019
Q3 | $78K | Sell |
1,288
-500
| -28% | -$30.3K | 0.02% | 416 |
|
|
2019
Q2 | $100K | Buy |
1,788
+600
| +51% | +$33.6K | 0.03% | 379 |
|
|
2019
Q1 | $71K | Sell |
1,188
-754
| -39% | -$45.1K | 0.02% | 442 |
|
|
2018
Q4 | $115K | Buy |
1,942
+188
| +11% | +$11.1K | 0.04% | 339 |
|
|
2018
Q3 | $140K | Hold |
1,754
| – | – | 0.04% | 350 |
|
|
2018
Q2 | $123K | Buy |
1,754
+54
| +3% | +$3.79K | 0.04% | 377 |
|
|
2018
Q1 | $124K | Buy |
+1,700
| New | +$124K | 0.04% | 361 |
|
|
2015
Q1 | $54K | Buy |
1,060
+210
| +25% | +$10.7K | 0.02% | 496 |
|
|
2014
Q4 | $38K | Hold |
850
| – | – | 0.01% | 572 |
|
|
2014
Q3 | $36K | Hold |
850
| – | – | 0.01% | 533 |
|
|
2014
Q2 | $33K | Hold |
850
| – | – | 0.01% | 564 |
|
|
2014
Q1 | $37K | Sell |
850
-2,000
| -70% | -$87.1K | 0.01% | 434 |
|
|
2013
Q4 | $131K | Buy |
2,850
+2,000
| +235% | +$91.9K | 0.05% | 263 |
|
|
2013
Q3 | $27K | Buy |
+850
| New | +$27K | 0.01% | 450 |
|