RIA Advisory Group’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
Q4 | – | Sell |
-12,525
| Closed | -$119K | – | 145 |
|
|
2024
Q3 | $119K | Buy |
+12,525
| New | +$119K | 0.04% | 125 |
|
|
2024
Q1 | $128K | Buy |
+12,000
| New | +$128K | 0.05% | 136 |
|
|
2023
Q4 | – | Sell |
-12,000
| Closed | -$164K | – | 162 |
|
|
2023
Q3 | $164K | Hold |
12,000
| – | – | 0.07% | 111 |
|
|
2023
Q2 | $153K | Hold |
12,000
| – | – | 0.07% | 117 |
|
|
2023
Q1 | $142K | Hold |
12,000
| – | – | 0.07% | 115 |
|
|
2022
Q4 | $196K | Buy |
+12,000
| New | +$196K | 0.11% | 88 |
|