B. Riley Wealth Advisors’s MV Oil Trust MVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-81,300
| Closed | -$510K | – | 857 |
|
|
2019
Q4 | $510K | Buy |
81,300
+42,100
| +107% | +$264K | 0.04% | 430 |
|
|
2019
Q3 | $298K | Buy |
39,200
+27,700
| +241% | +$211K | 0.03% | 595 |
|
|
2019
Q2 | $93K | Buy |
+11,500
| New | +$93K | 0.01% | 757 |
|
|
2015
Q1 | – | Sell |
-640
| Closed | -$9 | – | 1444 |
|
|
2014
Q4 | $9 | Buy |
+640
| New | +$9 | ﹤0.01% | 2920 |
|