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Sound Financial Strategies Group’s Marathon Petroleum MPC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-11,218
Closed -$718K 95
2021
Q4
$718K Sell
11,218
-288
-3% -$18.4K 0.36% 39
2021
Q3
$711K Buy
11,506
+968
+9% +$59.8K 0.36% 24
2021
Q2
$637K Buy
+10,538
New +$637K 0.32% 31