Creative Planning’s MV Oil Trust MVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,521
| Closed | -$9K | – | 2956 |
|
|
2017
Q2 | $9K | Buy |
1,521
+171
| +13% | +$1.01K | ﹤0.01% | 3644 |
|
|
2017
Q1 | $8K | Hold |
1,350
| – | – | ﹤0.01% | 3675 |
|
|
2016
Q4 | $8K | Sell |
1,350
-400
| -23% | -$2.37K | ﹤0.01% | 3627 |
|
|
2016
Q3 | $10K | Buy |
1,750
+900
| +106% | +$5.14K | ﹤0.01% | 3461 |
|
|
2016
Q2 | $5K | Sell |
850
-320
| -27% | -$1.88K | ﹤0.01% | 3583 |
|
|
2016
Q1 | $5K | Buy |
1,170
+570
| +95% | +$2.44K | ﹤0.01% | 3541 |
|
|
2015
Q4 | $3K | Hold |
600
| – | – | ﹤0.01% | 3834 |
|
|
2015
Q3 | $3K | Buy |
+600
| New | +$3K | ﹤0.01% | 3766 |
|
|
2015
Q2 | – | Sell |
-600
| Closed | -$9K | – | 2207 |
|
|
2015
Q1 | $9K | Hold |
600
| – | – | ﹤0.01% | 3208 |
|
|
2014
Q4 | $9K | Sell |
600
-848
| -59% | -$12.7K | ﹤0.01% | 3138 |
|
|
2014
Q3 | $38K | Sell |
1,448
-50
| -3% | -$1.31K | ﹤0.01% | 2089 |
|
|
2014
Q2 | $43K | Sell |
1,498
-450
| -23% | -$12.9K | ﹤0.01% | 1938 |
|
|
2014
Q1 | $49K | Buy |
1,948
+81
| +4% | +$2.04K | ﹤0.01% | 1800 |
|
|
2013
Q4 | $44K | Buy |
1,867
+1,148
| +160% | +$27.1K | ﹤0.01% | 1688 |
|
|
2013
Q3 | $21K | Buy |
719
+35
| +5% | +$1.02K | ﹤0.01% | 2072 |
|
|
2013
Q2 | $21K | Buy |
+684
| New | +$21K | ﹤0.01% | 1901 |
|