RWA
RGT Wealth Advisors’s Marathon Petroleum MPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-5,000
| Closed | -$400K | – | 31 |
|
|
2018
Q3 | $400K | Hold |
5,000
| – | – | 1.35% | 23 |
|
|
2018
Q2 | $351K | Sell |
5,000
-400
| -7% | -$28.1K | 1.13% | 21 |
|
|
2018
Q1 | $395K | Sell |
5,400
-10
| -0.2% | -$731 | 0.19% | 51 |
|
|
2017
Q4 | $357K | Buy |
+5,410
| New | +$357K | 0.19% | 52 |
|
|
2017
Q3 | – | Sell |
-5,200
| Closed | -$272K | – | 99 |
|
|
2017
Q2 | $272K | Sell |
5,200
-148
| -3% | -$7.74K | 0.19% | 58 |
|
|
2017
Q1 | $270K | Buy |
+5,348
| New | +$270K | 0.18% | 65 |
|