SWM
MVO
Selective Wealth Management’s MV Oil Trust MVO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $139K | Sell |
23,721
-2,775
| -10% | -$16.2K | 0.05% | 97 |
|
|
2025
Q1 | $164K | Sell |
26,496
-2,977
| -10% | -$18.4K | 0.07% | 97 |
|
|
2024
Q4 | $253K | Sell |
29,473
-8,168
| -22% | -$70.2K | 0.1% | 88 |
|
|
2024
Q3 | $370K | Sell |
37,641
-20,033
| -35% | -$197K | 0.15% | 70 |
|
|
2024
Q2 | $532K | Sell |
57,674
-5,512
| -9% | -$50.9K | 0.23% | 57 |
|
|
2024
Q1 | $653K | Sell |
63,186
-2,370
| -4% | -$24.5K | 0.28% | 47 |
|
|
2023
Q4 | $798K | Sell |
65,556
-4,099
| -6% | -$49.9K | 0.4% | 35 |
|
|
2023
Q3 | $853K | Sell |
69,655
-10,688
| -13% | -$131K | 0.47% | 32 |
|
|
2023
Q2 | $1.09M | Buy |
+80,343
| New | +$1.09M | 0.54% | 28 |
|
|
2022
Q4 | $1.41M | Sell |
90,159
-168,357
| -65% | -$2.63M | 0.74% | 28 |
|
|
2022
Q3 | $3.22M | Sell |
258,516
-3,734
| -1% | -$46.6K | 1.38% | 23 |
|
|
2022
Q2 | $2.93M | Buy |
262,250
+111,244
| +74% | +$1.24M | 1.04% | 24 |
|
|
2022
Q1 | $1.77M | Buy |
+151,006
| New | +$1.77M | 0.64% | 25 |
|