SWMG
Signature Wealth Management Group’s Marathon Petroleum MPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-14,002
| Closed | -$523K | – | 73 |
|
|
2020
Q2 | $523K | Buy |
14,002
+121
| +0.9% | +$4.52K | 0.4% | 59 |
|
|
2020
Q1 | $328K | Buy |
13,881
+2,057
| +17% | +$48.6K | 0.29% | 65 |
|
|
2019
Q4 | $712K | Buy |
11,824
+48
| +0.4% | +$2.89K | 0.45% | 60 |
|
|
2019
Q3 | $715K | Buy |
11,776
+1,084
| +10% | +$65.8K | 0.47% | 49 |
|
|
2019
Q2 | $587K | Buy |
10,692
+842
| +9% | +$46.2K | 0.39% | 61 |
|
|
2019
Q1 | $590K | Buy |
9,850
+1,112
| +13% | +$66.6K | 0.41% | 55 |
|
|
2018
Q4 | $516K | Buy |
8,738
+1,491
| +21% | +$88K | 0.4% | 58 |
|
|
2018
Q3 | $487K | Buy |
+7,247
| New | +$487K | 0.36% | 60 |
|