PWS
Precision Wealth Strategies’s Marathon Petroleum MPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,630
| Closed | -$540K | – | 100 |
|
|
2023
Q2 | $540K | Sell |
4,630
-969
| -17% | -$113K | 0.88% | 24 |
|
|
2023
Q1 | $755K | Sell |
5,599
-213
| -4% | -$28.7K | 1.18% | 17 |
|
|
2022
Q4 | $676K | Buy |
5,812
+2,521
| +77% | +$293K | 0.71% | 23 |
|
|
2022
Q3 | $367K | Buy |
+3,291
| New | +$367K | 0.32% | 69 |
|
|
2022
Q2 | – | Sell |
-2,693
| Closed | -$230K | – | 170 |
|
|
2022
Q1 | $230K | Buy |
+2,693
| New | +$230K | 0.14% | 150 |
|