PSI 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-1,000
| Closed | -$10.7K | – | 892 |
|
2024
Q1 | $10.7K | Hold |
1,000
| – | – | ﹤0.01% | 476 |
|
2023
Q4 | $12K | Hold |
1,000
| – | – | ﹤0.01% | 485 |
|
2023
Q3 | $13.6K | Sell |
1,000
-1,350
| -57% | -$18.4K | 0.01% | 451 |
|
2023
Q2 | $30K | Sell |
2,350
-400
| -15% | -$5.11K | 0.01% | 321 |
|
2023
Q1 | $32.6K | Buy |
2,750
+1,000
| +57% | +$11.9K | 0.02% | 274 |
|
2022
Q4 | $28.6K | Hold |
1,750
| – | – | 0.02% | 278 |
|
2022
Q3 | $22K | Buy |
1,750
+350
| +25% | +$4.4K | 0.01% | 322 |
|
2022
Q2 | $16K | Buy |
1,400
+250
| +22% | +$2.86K | 0.01% | 385 |
|
2022
Q1 | $14K | Buy |
1,150
+200
| +21% | +$2.44K | 0.01% | 422 |
|
2021
Q4 | $8K | Hold |
950
| – | – | ﹤0.01% | 536 |
|
2021
Q3 | $8K | Buy |
+950
| New | +$8K | ﹤0.01% | 521 |
|