HHM Wealth 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
Q1 | – | Sell |
-550
| Closed | -$5K | – | 730 |
|
|
2021
Q4 | $5K | Hold |
550
| – | – | ﹤0.01% | 579 |
|
|
2021
Q3 | $5K | Hold |
550
| – | – | ﹤0.01% | 549 |
|
|
2021
Q2 | $5K | Hold |
550
| – | – | ﹤0.01% | 530 |
|
|
2021
Q1 | $2K | Hold |
550
| – | – | ﹤0.01% | 540 |
|
|
2020
Q4 | $2K | Hold |
550
| – | – | ﹤0.01% | 497 |
|
|
2020
Q3 | $1K | Hold |
550
| – | – | ﹤0.01% | 487 |
|
|
2020
Q2 | $2K | Hold |
550
| – | – | ﹤0.01% | 460 |
|
|
2020
Q1 | $1K | Buy |
+550
| New | +$1K | ﹤0.01% | 457 |
|