Advocacy Wealth Management Services’s MV Oil Trust MVO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q3 | – | Sell |
-300
| Closed | -$2K | – | 383 |
|
2016
Q2 | $2K | Hold |
300
| – | – | ﹤0.01% | 376 |
|
2016
Q1 | $1K | Sell |
300
-500
| -63% | -$1.67K | ﹤0.01% | 478 |
|
2015
Q4 | $4K | Buy |
+800
| New | +$4K | ﹤0.01% | 444 |
|
2013
Q3 | $94K | Sell |
3,200
-2,400
| -43% | -$70.5K | 0.26% | 69 |
|
2013
Q2 | $176K | Buy |
+5,600
| New | +$176K | 0.7% | 43 |
|