WKWM
Walter & Keenan Wealth Management’s MPLX MPLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-12,500
| Closed | -$411K | – | 156 |
|
|
2019
Q1 | $411K | Sell |
12,500
-364
| -3% | -$12K | 0.18% | 99 |
|
|
2018
Q4 | $390K | Sell |
12,864
-30
| -0.2% | -$910 | 0.18% | 98 |
|
|
2018
Q3 | $446 | Buy |
12,894
+30
| +0.2% | +$1 | 0.13% | 99 |
|
|
2018
Q2 | $439K | Hold |
12,864
| – | – | 0.19% | 102 |
|
|
2018
Q1 | $425K | Buy |
12,864
+2,500
| +24% | +$82.6K | 0.18% | 109 |
|
|
2017
Q4 | $368K | Buy |
10,364
+364
| +4% | +$12.9K | 0.15% | 113 |
|
|
2017
Q3 | $350K | Hold |
10,000
| – | – | 0.16% | 111 |
|
|
2017
Q2 | $334K | Hold |
10,000
| – | – | 0.17% | 105 |
|
|
2017
Q1 | $361K | Hold |
10,000
| – | – | 0.19% | 95 |
|
|
2016
Q4 | $346K | Buy |
+10,000
| New | +$346K | 0.18% | 102 |
|