TrinityPoint Wealth’s Murphy USA MUSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-506
| Closed | -$212K | – | 325 |
|
|
2024
Q1 | $212K | Sell |
506
-80
| -14% | -$33.5K | 0.04% | 292 |
|
|
2023
Q4 | $209K | Sell |
586
-90
| -13% | -$32.1K | 0.04% | 286 |
|
|
2023
Q3 | $231K | Sell |
676
-103
| -13% | -$35.2K | 0.05% | 256 |
|
|
2023
Q2 | $242K | Sell |
779
-55
| -7% | -$17.1K | 0.05% | 244 |
|
|
2023
Q1 | $215K | Buy |
834
+114
| +16% | +$29.4K | 0.05% | 253 |
|
|
2022
Q4 | $201K | Buy |
+720
| New | +$201K | 0.05% | 265 |
|