Investment Trades for the Week Ending June 17, 2022

by | Jun 20, 2022 | Uncategorized

June 13

Brigham Minerals (MNRL) – Stopped Out

My $31.50 sell stop was triggered and my shares were sold at an average price of $31.48 for a 16.5% gain over a 21-day holding period.

 

June 14

Brigham Minerals (MNRL) – Shares Purchased

I took a 4.5% portfolio position in MNRL with a purchase price of $31.21.

 

Marathon Petroleum (MPC) – Shares Purchased

I took a 5.5% portfolio position in MPC with a purchase price of $106.35.

 

June 16

Marathon Petroleum (MPC) – Sold Shares

I sold my MPC shares at $93.42 for a 12.2% loss which is a 0.67% hit to my portfolio.

 

June 17

Brigham Minerals (MNRL) – Shares Sold

I sold my MNRL shares at $27.57 for an 11.7% loss which is a 0.53% hit to my portfolio

 

Tactical Asset Class Allocations

There were no changes in the allocations this week.

Tactical Asset Allocation

 

Open Trades

I currently hold no stocks.

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