CAPTRUST Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-300
| Closed | -$3K | – | 3292 |
|
|
2022
Q2 | $3K | Hold |
300
| – | – | ﹤0.01% | 4316 |
|
|
2022
Q1 | $4K | Hold |
300
| – | – | ﹤0.01% | 4259 |
|
|
2021
Q4 | $3K | Buy |
+300
| New | +$3K | ﹤0.01% | 4290 |
|
|
2019
Q2 | – | Sell |
-22,347
| Closed | -$183K | – | 1981 |
|
|
2019
Q1 | $183K | Buy |
+22,347
| New | +$183K | 0.01% | 541 |
|