Janney Montgomery Scott’s MV Oil Trust MVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $92K | Buy |
+15,910
| New | +$92K | ﹤0.01% | 2651 |
|
|
2024
Q2 | – | Sell |
-11,016
| Closed | -$118K | – | 2743 |
|
|
2024
Q1 | $118K | Sell |
11,016
-6,289
| -36% | -$67.4K | ﹤0.01% | 2639 |
|
|
2023
Q4 | $208K | Sell |
17,305
-435
| -2% | -$5.23K | ﹤0.01% | 2445 |
|
|
2023
Q3 | $242K | Buy |
17,740
+1,060
| +6% | +$14.5K | ﹤0.01% | 2277 |
|
|
2023
Q2 | $213K | Buy |
16,680
+6,623
| +66% | +$84.6K | ﹤0.01% | 2423 |
|
|
2023
Q1 | $119K | Sell |
10,057
-6,941
| -41% | -$82.1K | ﹤0.01% | 2357 |
|
|
2022
Q4 | $278K | Buy |
16,998
+2,771
| +19% | +$45.3K | ﹤0.01% | 2175 |
|
|
2022
Q3 | $177K | Sell |
14,227
-8,063
| -36% | -$100K | ﹤0.01% | 2316 |
|
|
2022
Q2 | $260K | Buy |
22,290
+748
| +3% | +$8.73K | ﹤0.01% | 2002 |
|
|
2022
Q1 | $254K | Buy |
21,542
+376
| +2% | +$4.43K | ﹤0.01% | 1970 |
|
|
2021
Q4 | $187K | Buy |
21,166
+3,598
| +20% | +$31.8K | ﹤0.01% | 2248 |
|
|
2021
Q3 | $152K | Buy |
17,568
+4,217
| +32% | +$36.5K | ﹤0.01% | 2204 |
|
|
2021
Q2 | $113K | Buy |
13,351
+701
| +6% | +$5.93K | ﹤0.01% | 2200 |
|
|
2021
Q1 | $55K | Buy |
+12,650
| New | +$55K | ﹤0.01% | 2151 |
|