PWAG
Polaris Wealth Advisory Group’s Marathon Petroleum MPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-310,778
| Closed | -$18.3M | – | 164 |
|
|
2018
Q4 | $18.3M | Buy |
310,778
+716
| +0.2% | +$42.3K | 1.73% | 26 |
|
|
2018
Q3 | $24.8M | Buy |
310,062
+309,300
| +40,591% | +$24.7M | 1.71% | 25 |
|
|
2018
Q2 | $56K | Hold |
762
| – | – | ﹤0.01% | 126 |
|
|
2018
Q1 | $56K | Buy |
+762
| New | +$56K | ﹤0.01% | 211 |
|
|
2016
Q1 | – | Sell |
-7,405
| Closed | -$384K | – | 133 |
|
|
2015
Q4 | $384K | Sell |
7,405
-815
| -10% | -$42.3K | 0.06% | 104 |
|
|
2015
Q3 | $381K | Buy |
+8,220
| New | +$381K | 0.08% | 59 |
|
|
2014
Q2 | – | Sell |
-200
| Closed | -$17K | – | 118 |
|
|
2014
Q1 | $17K | Buy |
200
+139
| +228% | +$11.8K | ﹤0.01% | 119 |
|
|
2013
Q4 | $6K | Buy |
+61
| New | +$6K | ﹤0.01% | 166 |
|