Howe & Rusling’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
Q4 | – | Sell |
-1,246
| Closed | -$16K | – | 774 |
|
|
2022
Q3 | $16K | Buy |
1,246
+70
| +6% | +$899 | ﹤0.01% | 463 |
|
|
2022
Q2 | $13K | Buy |
1,176
+44
| +4% | +$486 | ﹤0.01% | 495 |
|
|
2022
Q1 | $13K | Buy |
1,132
+48
| +4% | +$551 | ﹤0.01% | 490 |
|
|
2021
Q4 | $10K | Buy |
1,084
+43
| +4% | +$397 | ﹤0.01% | 543 |
|
|
2021
Q3 | $9K | Buy |
+1,041
| New | +$9K | ﹤0.01% | 531 |
|
|
2017
Q1 | – | Sell |
-100
| Closed | -$1K | – | 1040 |
|
|
2016
Q4 | $1K | Hold |
100
| – | – | ﹤0.01% | 972 |
|
|
2016
Q3 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 974 |
|