Frontier Wealth Management’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 |
-12,988
| Closed | -$75K | – | 397 |
|
|
2017
Q2 | $75K | Hold |
12,988
| – | – | 0.01% | 378 |
|
|
2017
Q1 | $79K | Sell |
12,988
-3,000
| -19% | -$18.2K | 0.01% | 385 |
|
|
2016
Q4 | $100K | Hold |
15,988
| – | – | 0.02% | 384 |
|
|
2016
Q3 | $91K | Hold |
15,988
| – | – | 0.01% | 355 |
|
|
2016
Q2 | $101K | Hold |
15,988
| – | – | 0.02% | 315 |
|
|
2016
Q1 | $75K | Hold |
15,988
| – | – | 0.01% | 340 |
|
|
2015
Q4 | $78K | Sell |
15,988
-2,000
| -11% | -$9.76K | 0.01% | 338 |
|
|
2015
Q3 | $105K | Sell |
17,988
-1,000
| -5% | -$5.84K | 0.02% | 326 |
|
|
2015
Q2 | $199K | Buy |
+18,988
| New | +$199K | 0.03% | 315 |
|