Wealthspire Advisors (Maryland)’s Marathon Petroleum MPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-6,132
| Closed | -$229K | – | 526 |
|
|
2020
Q2 | $229K | Buy |
+6,132
| New | +$229K | 0.02% | 393 |
|
|
2020
Q1 | – | Sell |
-4,683
| Closed | -$282K | – | 477 |
|
|
2019
Q4 | $282K | Buy |
4,683
+189
| +4% | +$11.4K | 0.02% | 393 |
|
|
2019
Q3 | $273K | Buy |
4,494
+6
| +0.1% | +$364 | 0.02% | 368 |
|
|
2019
Q2 | $251K | Sell |
4,488
-2,587
| -37% | -$145K | 0.02% | 388 |
|
|
2019
Q1 | $423K | Sell |
7,075
-97
| -1% | -$5.8K | 0.03% | 283 |
|
|
2018
Q4 | $423K | Buy |
7,172
+871
| +14% | +$51.4K | 0.04% | 249 |
|
|
2018
Q3 | $504K | Sell |
6,301
-49
| -0.8% | -$3.92K | 0.04% | 245 |
|
|
2018
Q2 | $446K | Buy |
6,350
+18
| +0.3% | +$1.26K | 0.04% | 261 |
|
|
2018
Q1 | $463K | Buy |
6,332
+568
| +10% | +$41.5K | 0.04% | 256 |
|
|
2017
Q4 | $380K | Buy |
5,764
+2,010
| +54% | +$133K | 0.04% | 320 |
|
|
2017
Q3 | $211K | Buy |
3,754
+54
| +1% | +$3.04K | 0.02% | 455 |
|
|
2017
Q2 | $194K | Buy |
3,700
+103
| +3% | +$5.4K | 0.02% | 459 |
|
|
2017
Q1 | $182K | Sell |
3,597
-174
| -5% | -$8.8K | 0.03% | 423 |
|
|
2016
Q4 | $190K | Buy |
3,771
+138
| +4% | +$6.95K | 0.03% | 388 |
|
|
2016
Q3 | $147K | Sell |
3,633
-93
| -2% | -$3.76K | 0.02% | 478 |
|
|
2016
Q2 | $141K | Sell |
3,726
-1,381
| -27% | -$52.3K | 0.02% | 461 |
|
|
2016
Q1 | $190K | Buy |
5,107
+461
| +10% | +$17.2K | 0.03% | 376 |
|
|
2015
Q4 | $241K | Buy |
+4,646
| New | +$241K | 0.04% | 310 |
|