Carson Wealth (CWM LLC)’s MV Oil Trust MVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $101K | Hold |
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|
2025
Q2 | $104K | Hold |
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|
2025
Q1 | $97K | Hold |
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|
2024
Q4 | $144K | Hold |
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|
2024
Q3 | $170K | Hold |
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|
2024
Q2 | $169K | Hold |
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|
2024
Q1 | $192K | Sell |
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|
2023
Q4 | $216K | Hold |
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|
2023
Q3 | $246K | Hold |
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|
2023
Q2 | $230K | Hold |
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|
2023
Q1 | $214K | Hold |
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|
2022
Q4 | $295K | Buy |
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|
2022
Q3 | $224K | Buy |
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|
2022
Q2 | $169K | Sell |
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|
2022
Q1 | $200K | Hold |
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|
2021
Q4 | $150K | Buy |
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|
2021
Q2 | $144K | Hold |
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|
2021
Q1 | $144K | Hold |
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|
2020
Q4 | $144K | Hold |
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|
2020
Q3 | $144K | Hold |
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|
2020
Q2 | $144K | Hold |
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|
2020
Q1 | $144K | Hold |
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|
2019
Q4 | $144K | Hold |
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|
2019
Q3 | $144K | Hold |
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|
2019
Q2 | $144K | Hold |
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|
2019
Q1 | $144K | Buy |
|