Selective Wealth Management’s MV Oil Trust MVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $127K | Sell |
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|
2025
Q2 | $139K | Sell |
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|
2025
Q1 | $164K | Sell |
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|
2024
Q4 | $253K | Sell |
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|
2024
Q3 | $370K | Sell |
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|
2024
Q2 | $532K | Sell |
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|
2024
Q1 | $653K | Sell |
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|
2023
Q4 | $798K | Sell |
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|
2023
Q3 | $853K | Sell |
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|
2023
Q2 | $1.09M | Buy |
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|
2022
Q4 | $1.41M | Sell |
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|
2022
Q3 | $3.22M | Sell |
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|
2022
Q2 | $2.93M | Buy |
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|
2022
Q1 | $1.77M | Buy |
|