Carson Wealth (CWM LLC)’s MV Oil Trust MVO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $104K | Hold |
18,000
| – | – | ﹤0.01% | 2682 |
|
|
2025
Q1 | $97K | Hold |
18,000
| – | – | ﹤0.01% | 2448 |
|
|
2024
Q4 | $144K | Hold |
18,000
| – | – | ﹤0.01% | 2046 |
|
|
2024
Q3 | $170K | Hold |
18,000
| – | – | ﹤0.01% | 1843 |
|
|
2024
Q2 | $169K | Hold |
18,000
| – | – | ﹤0.01% | 1674 |
|
|
2024
Q1 | $192K | Sell |
18,000
-50
| -0.3% | -$533 | ﹤0.01% | 1536 |
|
|
2023
Q4 | $216K | Hold |
18,050
| – | – | ﹤0.01% | 1395 |
|
|
2023
Q3 | $246K | Hold |
18,050
| – | – | ﹤0.01% | 1226 |
|
|
2023
Q2 | $230K | Hold |
18,050
| – | – | ﹤0.01% | 1199 |
|
|
2023
Q1 | $214K | Hold |
18,050
| – | – | ﹤0.01% | 1174 |
|
|
2022
Q4 | $295K | Buy |
18,050
+50
| +0.3% | +$817 | ﹤0.01% | 957 |
|
|
2022
Q3 | $224K | Buy |
18,000
+3,000
| +20% | +$37.3K | ﹤0.01% | 1004 |
|
|
2022
Q2 | $169K | Sell |
15,000
-2,000
| -12% | -$22.5K | ﹤0.01% | 1106 |
|
|
2022
Q1 | $200K | Hold |
17,000
| – | – | ﹤0.01% | 1035 |
|
|
2021
Q4 | $150K | Buy |
+17,000
| New | +$150K | ﹤0.01% | 1143 |
|
|
2021
Q2 | $144K | Hold |
17,000
| – | – | ﹤0.01% | 1008 |
|
|
2021
Q1 | $144K | Hold |
17,000
| – | – | ﹤0.01% | 1008 |
|
|
2020
Q4 | $144K | Hold |
17,000
| – | – | ﹤0.01% | 1008 |
|
|
2020
Q3 | $144K | Hold |
17,000
| – | – | ﹤0.01% | 1008 |
|
|
2020
Q2 | $144K | Hold |
17,000
| – | – | ﹤0.01% | 1008 |
|
|
2020
Q1 | $144K | Hold |
17,000
| – | – | ﹤0.01% | 1008 |
|
|
2019
Q4 | $144K | Hold |
17,000
| – | – | ﹤0.01% | 1008 |
|
|
2019
Q3 | $144K | Hold |
17,000
| – | – | ﹤0.01% | 1008 |
|
|
2019
Q2 | $144K | Hold |
17,000
| – | – | ﹤0.01% | 1008 |
|
|
2019
Q1 | $144K | Buy |
+17,000
| New | +$144K | ﹤0.01% | 1008 |
|