YWP
YorkBridge Wealth Partners’s Marathon Petroleum MPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-3,011
| Closed | -$168K | – | 477 |
|
|
2019
Q2 | $168K | Buy |
3,011
+459
| +18% | +$25.6K | 0.07% | 200 |
|
|
2019
Q1 | $153K | Buy |
2,552
+90
| +4% | +$5.4K | 0.07% | 203 |
|
|
2018
Q4 | $145K | Hold |
2,462
| – | – | 0.08% | 185 |
|
|
2018
Q3 | $203K | Buy |
2,462
+77
| +3% | +$6.35K | 0.09% | 163 |
|
|
2018
Q2 | $167K | Hold |
2,385
| – | – | 0.07% | 201 |
|
|
2018
Q1 | $177K | Hold |
2,385
| – | – | 0.08% | 190 |
|
|
2017
Q4 | $154K | Sell |
2,385
-352
| -13% | -$22.7K | 0.07% | 212 |
|
|
2017
Q3 | $153K | Sell |
2,737
-200
| -7% | -$11.2K | 0.08% | 207 |
|
|
2017
Q2 | $156K | Buy |
2,937
+200
| +7% | +$10.6K | 0.08% | 197 |
|
|
2017
Q1 | $141K | Buy |
2,737
+148
| +6% | +$7.62K | 0.07% | 200 |
|
|
2016
Q4 | $125K | Buy |
+2,589
| New | +$125K | 0.07% | 203 |
|