Sigma Planning Corp’s MV Oil Trust MVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-11,223
| Closed | -$99K | – | 1433 |
|
|
2021
Q4 | $99K | Buy |
11,223
+475
| +4% | +$4.19K | ﹤0.01% | 1307 |
|
|
2021
Q3 | $93K | Buy |
10,748
+422
| +4% | +$3.65K | ﹤0.01% | 1305 |
|
|
2021
Q2 | $88K | Buy |
+10,326
| New | +$88K | ﹤0.01% | 1344 |
|
|
2018
Q3 | – | Sell |
-10,700
| Closed | -$110K | – | 963 |
|
|
2018
Q2 | $110K | Buy |
10,700
+193
| +2% | +$1.98K | 0.01% | 863 |
|
|
2018
Q1 | $83K | Buy |
10,507
+219
| +2% | +$1.73K | 0.01% | 828 |
|
|
2017
Q4 | $86K | Buy |
+10,288
| New | +$86K | 0.01% | 823 |
|