VSWA
Vontobel Swiss Wealth Advisors’s Marathon Petroleum MPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-7,922
| Closed | -$296K | – | 77 |
|
|
2020
Q2 | $296K | Sell |
7,922
-10,178
| -56% | -$380K | 0.19% | 60 |
|
|
2020
Q1 | $428K | Sell |
18,100
-1,544
| -8% | -$36.5K | 0.33% | 55 |
|
|
2019
Q4 | $1.18M | Sell |
19,644
-9,881
| -33% | -$596K | 0.77% | 41 |
|
|
2019
Q3 | $1.79M | Sell |
29,525
-3,619
| -11% | -$220K | 1.16% | 32 |
|
|
2019
Q2 | $1.85M | Buy |
+33,144
| New | +$1.85M | 0.99% | 38 |
|
|
2018
Q4 | – | Sell |
-3,040
| Closed | -$243K | – | 89 |
|
|
2018
Q3 | $243K | Sell |
3,040
-585
| -16% | -$46.8K | 0.14% | 77 |
|
|
2018
Q2 | $254K | Hold |
3,625
| – | – | 0.14% | 71 |
|
|
2018
Q1 | $265K | Sell |
3,625
-2,950
| -45% | -$216K | 0.14% | 70 |
|
|
2017
Q4 | $434K | Sell |
6,575
-4,175
| -39% | -$276K | 0.26% | 53 |
|
|
2017
Q3 | $603K | Buy |
10,750
+1,825
| +20% | +$102K | 0.37% | 45 |
|
|
2017
Q2 | $467K | Buy |
8,925
+100
| +1% | +$5.23K | 0.3% | 48 |
|
|
2017
Q1 | $446K | Buy |
8,825
+2,725
| +45% | +$138K | 0.24% | 48 |
|
|
2016
Q4 | $307K | Buy |
+6,100
| New | +$307K | 0.19% | 54 |
|