TWMP
Taylor Wealth Management Partners’s MPLX MPLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-8,000
| Closed | -$224K | – | 49 |
|
|
2019
Q3 | $224K | Sell |
8,000
-4,500
| -36% | -$126K | 0.1% | 43 |
|
|
2019
Q2 | $402K | Sell |
12,500
-5,500
| -31% | -$177K | 0.19% | 39 |
|
|
2019
Q1 | $592K | Hold |
18,000
| – | – | 0.29% | 37 |
|
|
2018
Q4 | $545K | Sell |
18,000
-1,745
| -9% | -$52.8K | 0.31% | 31 |
|
|
2018
Q3 | $685K | Buy |
19,745
+245
| +1% | +$8.5K | 0.29% | 42 |
|
|
2018
Q2 | $666K | Hold |
19,500
| – | – | 0.3% | 42 |
|
|
2018
Q1 | $644K | Buy |
19,500
+5,000
| +34% | +$165K | 0.31% | 41 |
|
|
2017
Q4 | $514K | Buy |
14,500
+3,800
| +36% | +$135K | 0.22% | 49 |
|
|
2017
Q3 | $375K | Buy |
10,700
+2,200
| +26% | +$77.1K | 0.17% | 51 |
|
|
2017
Q2 | $284K | Buy |
8,500
+7,250
| +580% | +$242K | 0.13% | 53 |
|
|
2017
Q1 | $45K | Buy |
+1,250
| New | +$45K | 0.02% | 105 |
|
|
2016
Q3 | – | Sell |
-3,500
| Closed | -$118K | – | 162 |
|
|
2016
Q2 | $118K | Hold |
3,500
| – | – | 0.05% | 61 |
|
|
2016
Q1 | $104K | Hold |
3,500
| – | – | 0.05% | 58 |
|
|
2015
Q4 | $138K | Sell |
3,500
-20
| -0.6% | -$789 | 0.06% | 53 |
|
|
2015
Q3 | $135K | Sell |
3,520
-132,387
| -97% | -$5.08M | 0.07% | 48 |
|
|
2015
Q2 | $9.7M | Sell |
135,907
-1,200
| -0.9% | -$85.7K | 3.1% | 13 |
|
|
2015
Q1 | $10M | Buy |
+137,107
| New | +$10M | 3.15% | 9 |
|