RWA
Ropes Wealth Advisors’s Marathon Petroleum MPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-713
| Closed | -$29K | – | 575 |
|
|
2020
Q4 | $29K | Buy |
713
+16
| +2% | +$651 | ﹤0.01% | 441 |
|
|
2020
Q3 | $20K | Sell |
697
-14
| -2% | -$402 | ﹤0.01% | 439 |
|
|
2020
Q2 | $27K | Buy |
711
+14
| +2% | +$532 | 0.01% | 369 |
|
|
2020
Q1 | $16K | Sell |
697
-325
| -32% | -$7.46K | ﹤0.01% | 382 |
|
|
2019
Q4 | $62K | Sell |
1,022
-60
| -6% | -$3.64K | 0.01% | 318 |
|
|
2019
Q3 | $66K | Buy |
1,082
+385
| +55% | +$23.5K | 0.01% | 316 |
|
|
2019
Q2 | $39K | Hold |
697
| – | – | 0.01% | 362 |
|
|
2019
Q1 | $42K | Hold |
697
| – | – | 0.01% | 351 |
|
|
2018
Q4 | $41K | Buy |
+697
| New | +$41K | 0.01% | 324 |
|
|
2017
Q2 | – | Sell |
-430
| Closed | -$22K | – | 558 |
|
|
2017
Q1 | $22K | Hold |
430
| – | – | 0.01% | 391 |
|
|
2016
Q4 | $22K | Hold |
430
| – | – | 0.01% | 395 |
|
|
2016
Q3 | $17K | Sell |
430
-6,962
| -94% | -$275K | 0.01% | 376 |
|
|
2016
Q2 | $281K | Hold |
7,392
| – | – | 0.1% | 160 |
|
|
2016
Q1 | $275K | Hold |
7,392
| – | – | 0.12% | 126 |
|
|
2015
Q4 | $383K | Buy |
+7,392
| New | +$383K | 0.17% | 101 |
|