IFP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $4K | Buy |
438
+222
| +103% | +$2.03K | ﹤0.01% | 1938 |
|
|
2018
Q4 | $1K | Buy |
216
+8
| +4% | +$37 | ﹤0.01% | 3297 |
|
|
2018
Q3 | $2K | Buy |
208
+8
| +4% | +$77 | ﹤0.01% | 3518 |
|
|
2018
Q2 | $2K | Buy |
+200
| New | +$2K | ﹤0.01% | 3554 |
|
|
2017
Q4 | – | Sell |
-400
| Closed | -$2K | – | 3941 |
|
|
2017
Q3 | $2K | Hold |
400
| – | – | ﹤0.01% | 3724 |
|
|
2017
Q2 | $2K | Hold |
400
| – | – | ﹤0.01% | 3710 |
|
|
2017
Q1 | $2K | Sell |
400
-475
| -54% | -$2.38K | ﹤0.01% | 3632 |
|
|
2016
Q4 | $5K | Buy |
875
+475
| +119% | +$2.71K | ﹤0.01% | 3279 |
|
|
2016
Q3 | $2K | Hold |
400
| – | – | ﹤0.01% | 3577 |
|
|
2016
Q2 | $3K | Sell |
400
-38
| -9% | -$285 | ﹤0.01% | 3339 |
|
|
2016
Q1 | $4K | Buy |
438
+138
| +46% | +$1.26K | ﹤0.01% | 1938 |
|
|
2015
Q4 | $1K | Buy |
+300
| New | +$1K | ﹤0.01% | 3522 |
|