SWS
SYSTM Wealth Solutions’s Marathon Petroleum MPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,436
| Closed | -$289K | – | 846 |
|
|
2024
Q1 | $289K | Sell |
1,436
-94
| -6% | -$18.9K | 0.04% | 354 |
|
|
2023
Q4 | $227K | Sell |
1,530
-562
| -27% | -$83.4K | 0.03% | 364 |
|
|
2023
Q3 | $317K | Sell |
2,092
-221
| -10% | -$33.4K | 0.05% | 353 |
|
|
2023
Q2 | $270K | Sell |
2,313
-136
| -6% | -$15.9K | 0.04% | 403 |
|
|
2023
Q1 | $330K | Buy |
2,449
+305
| +14% | +$41.1K | 0.05% | 364 |
|
|
2022
Q4 | $250K | Buy |
+2,144
| New | +$250K | 0.03% | 467 |
|