VisionPoint 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,500
| Closed | -$19K | – | 784 |
|
|
2023
Q2 | $19K | Buy |
+1,500
| New | +$19K | 0.01% | 287 |
|
|
2021
Q1 | – | Sell |
-18,250
| Closed | -$57K | – | 140 |
|
|
2020
Q4 | $57K | Sell |
18,250
-3,000
| -14% | -$9.37K | 0.03% | 137 |
|
|
2020
Q3 | $48K | Hold |
21,250
| – | – | 0.02% | 125 |
|
|
2020
Q2 | $72K | Hold |
21,250
| – | – | 0.03% | 105 |
|
|
2020
Q1 | $51K | Hold |
21,250
| – | – | 0.02% | 113 |
|
|
2019
Q4 | $133K | Hold |
21,250
| – | – | 0.06% | 121 |
|
|
2019
Q3 | $156K | Buy |
+21,250
| New | +$156K | 0.04% | 129 |
|